Wealthspire Advisors, LLC: CVIE position timeline

Wealthspire Advisors, LLC held 464,924 CVIE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 464,924 shares

   Change vs previous 13F +13,774 shares

   0.22% of the 13F portfolio, value $39,524,468.

   13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 451,150 shares

   Change vs previous 13F +5,009 shares

   0.26% of the 13F portfolio, value $32,794,095.

   13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 446,141 shares

   Change vs previous 13F +40,287 shares

   0.25% of the 13F portfolio, value $31,809,818.

   13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
   Filed 2026-02-13 (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).

4. period ended2025-09-30

   13F 405,854 shares

   Change vs previous 13F +333,897 shares

   0.14% of the 13F portfolio, value $27,691,540.

   13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
   Filed 2025-11-14 (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).

5. period ended2025-06-30

   13F 71,957 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $4,684,319.

   13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
   Filed 2025-08-11 (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).