Skip to content
Disclosery

LPL Financial LLC: CVY position timeline

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

LPL Financial LLC held 83,168 CVY 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 83,168 shares
    Change vs previous 13F +6,889 shares

    <0.01% of the 13F portfolio, value $2,398,110.

    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 76,279 shares
    Change vs previous 13F -5,024 shares

    <0.01% of the 13F portfolio, value $2,064,931.

    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 81,303 shares
    Change vs previous 13F +13,243 shares

    <0.01% of the 13F portfolio, value $2,180,111.

    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 68,060 shares
    Change vs previous 13F -6,559 shares

    <0.01% of the 13F portfolio, value $1,823,620.

    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 74,619 shares
    Change vs previous 13F +12,811 shares

    <0.01% of the 13F portfolio, value $1,923,444.

    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 61,808 shares
    Change vs previous 13F +641 shares

    <0.01% of the 13F portfolio, value $1,569,304.

    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 61,167 shares
    Change vs previous 13F +4,415 shares

    <0.01% of the 13F portfolio, value $1,538,963.

    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 56,752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,482,397.

    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).