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Disclosery

LPL Financial LLC: CVI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on CVI, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 106,272 CVI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,272 shares
    Change vs previous 13F +67,571 shares

    <0.01% of the 13F portfolio, value $2,926,733.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,701 shares
    Change vs previous 13F +14,400 shares

    <0.01% of the 13F portfolio, value $1,302,286.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,301 shares
    Change vs previous 13F +2,063 shares

    <0.01% of the 13F portfolio, value $618,216.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,238 shares
    Change vs previous 13F -4,388 shares

    <0.01% of the 13F portfolio, value $811,240.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,626 shares
    Change vs previous 13F -6,101 shares

    <0.01% of the 13F portfolio, value $714,906.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,727 shares
    Change vs previous 13F +21,737 shares

    <0.01% of the 13F portfolio, value $634,902.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,990 shares
    Change vs previous 13F -35,960 shares

    <0.01% of the 13F portfolio, value $205,949.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 46,950 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,081,265.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).