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Disclosery

CPA Asset Management Group, LLC: SVOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CPA Asset Management Group, LLC on SVOL, newest first. How the timeline and the estimate are built.

CPA Asset Management Group, LLC held 0 SVOL shares at 2025-06-30 per its 13F-HR filed 2025-07-03.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -17,304 shares

    13F-HR 0001963967-25-000006 filed by CPA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 17,304 shares
    Change vs previous 13F -21,651 shares

    0.14% of the 13F portfolio, value $314,587.

    13F-HR 0001963967-25-000004 filed by CPA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 38,955 shares
    Change vs previous 13F +751 shares

    0.38% of the 13F portfolio, value $809,875.

    13F-HR 0001963967-25-000001 filed by CPA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 38,204 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $838,960.

    13F-HR 0001963967-24-000004 filed by CPA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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