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Disclosery

Sandbox Financial Partners, LLC: CVIE position timeline

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

Sandbox Financial Partners, LLC held 12,174 CVIE shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 12,174 shares
    Change vs previous 13F +3,331 shares

    0.25% of the 13F portfolio, value $884,944.

    13F-HR 0001951757-26-000530 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 8,843 shares
    Change vs previous 13F +373 shares

    0.17% of the 13F portfolio, value $630,511.

    13F-HR 0001951757-26-000028 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 8,470 shares
    Change vs previous 13F +1,733 shares

    0.17% of the 13F portfolio, value $577,934.

    13F-HR 0001951757-25-001157 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 6,737 shares
    Change vs previous 13F +1,055 shares

    0.14% of the 13F portfolio, value $438,578.

    13F-HR 0001951757-25-000593 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,682 shares
    Change vs previous 13F +1,633 shares

    0.12% of the 13F portfolio, value $328,971.

    13F-HR 0001951757-25-000323 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 4,049 shares
    Change vs previous 13F +402 shares

    0.07% of the 13F portfolio, value $223,410.

    13F-HR 0001951757-25-000044 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,647 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $218,472.

    13F-HR 0001951757-24-000975 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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