LPL Financial LLC
Holdings in CVI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $618,217 | 24,301 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $811,242 | 22,238 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $714,908 | 26,626 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $634,903 | 32,727 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $205,952 | 10,990 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $1,081,258 | 46,950 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $1,816,879 | 67,870 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $1,959,445 | 54,948 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,560,480 | 51,501 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $2,005,524 | 58,934 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,622,513 | 54,156 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $1,414,391 | 43,148 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,229,624 | 39,235 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $586,989 | 20,255 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $215,572 | 6,435 | Shares | Sole | 2022-08-12 |
| 2021-06-30 | $1,057,933 | 58,905 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,072,833 | 55,935 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $484,726 | 32,532 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $377,837 | 30,520 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $668,194 | 33,227 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $568,086 | 34,367 | Shares | Sole | 2020-05-14 |