Wealthspire Advisors, LLC: CVLC position timeline

Wealthspire Advisors, LLC held 782,924 CVLC 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 782,924 shares

   Change vs previous 13F +13,501 shares

   0.41% of the 13F portfolio, value $73,962,827.

   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 769,423 shares

   Change vs previous 13F +9,519 shares

   0.48% of the 13F portfolio, value $61,600,002.

   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 759,904 shares

   Change vs previous 13F +43,595 shares

   0.51% of the 13F portfolio, value $64,014,228.

   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 716,309 shares

   Change vs previous 13F +519,096 shares

   0.31% of the 13F portfolio, value $58,644,152.

   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 197,213 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $15,094,716.

   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).