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Disclosery

LPL Financial LLC: CVSB position timeline

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

LPL Financial LLC held 274,024 CVSB 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 274,024 shares
    Change vs previous 13F +11,041 shares

    <0.01% of the 13F portfolio, value $13,876,562.

    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 262,983 shares
    Change vs previous 13F +51,354 shares

    <0.01% of the 13F portfolio, value $13,308,272.

    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 211,629 shares
    Change vs previous 13F +26,052 shares

    <0.01% of the 13F portfolio, value $10,740,175.

    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 185,577 shares
    Change vs previous 13F +6,204 shares

    <0.01% of the 13F portfolio, value $9,411,538.

    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 179,373 shares
    Change vs previous 13F +27,430 shares

    <0.01% of the 13F portfolio, value $9,087,039.

    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 151,943 shares
    Change vs previous 13F -31,207 shares

    <0.01% of the 13F portfolio, value $7,689,070.

    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 183,150 shares
    Change vs previous 13F +56,235 shares

    <0.01% of the 13F portfolio, value $9,286,604.

    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 126,915 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,434,591.

    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).