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Custos Family Office, LLC: FVAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Custos Family Office, LLC on FVAL, newest first. How the timeline and the estimate are built.

Custos Family Office, LLC held 123,100 FVAL shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,100 shares
    Change vs previous 13F +488 shares

    5.77% of the 13F portfolio, value $9,593,744.

    13F-HR 0001904423-26-000004 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 122,612 shares
    Change vs previous 13F -5,362 shares

    5.9% of the 13F portfolio, value $8,509,285.

    13F-HR 0001904423-26-000005 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 127,974 shares
    Change vs previous 13F -24,489 shares

    6.31% of the 13F portfolio, value $9,248,714.

    13F-HR 0001904423-26-000001 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 152,463 shares
    Change vs previous 13F -169,072 shares

    5.93% of the 13F portfolio, value $10,500,128.

    13F-HR 0001904423-25-000007 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 321,535 shares
    Change vs previous 13F +2,292 shares

    6.55% of the 13F portfolio, value $20,536,422.

    13F-HR 0001904423-25-000005 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 319,243 shares
    Change vs previous 13F -1,307 shares

    6.75% of the 13F portfolio, value $19,023,708.

    13F-HR 0001904423-25-000004 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 320,550 shares
    Change vs previous 13F +13,853 shares

    6.9% of the 13F portfolio, value $19,721,205.

    13F-HR 0001904423-25-000001 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 306,697 shares
    Change vs previous 13F not available

    6.73% of the 13F portfolio, value $18,585,853.

    13F-HR 0001904423-24-000007 filed by Custos Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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