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Disclosery

LPL Financial LLC: CVLT position timeline

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

LPL Financial LLC held 16,447 CVLT 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 16,447 shares
    Change vs previous 13F +1,469 shares

    <0.01% of the 13F portfolio, value $2,331,033.

    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 14,978 shares
    Change vs previous 13F +5,155 shares

    <0.01% of the 13F portfolio, value $1,166,636.

    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 9,823 shares
    Change vs previous 13F -3,063 shares

    <0.01% of the 13F portfolio, value $1,231,411.

    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 12,886 shares
    Change vs previous 13F -904 shares

    <0.01% of the 13F portfolio, value $2,432,619.

    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 13,790 shares
    Change vs previous 13F -2,555 shares

    <0.01% of the 13F portfolio, value $2,404,011.

    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 16,345 shares
    Change vs previous 13F -722 shares

    <0.01% of the 13F portfolio, value $2,578,587.

    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 17,067 shares
    Change vs previous 13F -740 shares

    <0.01% of the 13F portfolio, value $2,575,581.

    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 17,807 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,739,607.

    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).