O'Brien Wealth Partners LLC: CVIE position timeline

O'Brien Wealth Partners LLC held 119,705 CVIE shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 119,705 shares

   Change vs previous 13F -1,305 shares

   1.13% of the 13F portfolio, value $8,534,999.

   13F-HR 0001580642-26-000355 filed by O'Brien Wealth Partners LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-09-30

   13F 121,010 shares

   Change vs previous 13F -6,690 shares

   1.12% of the 13F portfolio, value $8,256,518.

   13F-HR 0001580642-25-006682 filed by O'Brien Wealth Partners LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 127,700 shares

   Change vs previous 13F +70 shares

   1.3% of the 13F portfolio, value $8,313,124.

   13F-HR 0001580642-25-004184 filed by O'Brien Wealth Partners LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 127,630 shares

   Change vs previous 13F -1,995 shares

   1.38% of the 13F portfolio, value $7,389,234.

   13F-HR 0001580642-25-002582 filed by O'Brien Wealth Partners LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 129,625 shares

   Change vs previous 13F +4,346 shares

   1.29% of the 13F portfolio, value $7,151,912.

   13F-HR 0001580642-25-000536 filed by O'Brien Wealth Partners LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 125,279 shares

   Change vs previous 13F +3,909 shares

   1.47% of the 13F portfolio, value $7,505,174.

   13F-HR 0001580642-24-006302 filed by O'Brien Wealth Partners LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

7. period ended2024-06-30

   13F 121,370 shares

   Change vs previous 13F +2,020 shares

   1.54% of the 13F portfolio, value $6,839,783.

   13F-HR 0001580642-24-003756 filed by O'Brien Wealth Partners LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

8. period ended2024-03-31

   13F 119,350 shares

   Change vs previous 13F not available

   1.57% of the 13F portfolio, value $6,799,967.

   13F-HR 0001580642-24-002188 filed by O'Brien Wealth Partners LLC
   Filed 2024-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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