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CV Advisors LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CV Advisors LLC on SPY, newest first. How the timeline and the estimate are built.

CV Advisors LLC held 288,207 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 288,207 shares
    Change vs previous 13F -1,958 shares

    40.74% of the 13F portfolio, value $215,224,507.

    13F-HR 0002085853-26-000784 filed by CV Advisors 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 290,165 shares
    Change vs previous 13F -2,410 shares

    51.49% of the 13F portfolio, value $188,706,202.

    13F-HR 0002085853-26-000544 filed by CV Advisors 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 292,575 shares
    Change vs previous 13F -3,283 shares

    50.89% of the 13F portfolio, value $199,512,878.

    13F-HR 0002085853-26-000052 filed by CV Advisors 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 295,858 shares
    Change vs previous 13F +5,603 shares

    54.6% of the 13F portfolio, value $197,094,654.

    13F-HR 0002085853-25-000124 filed by CV Advisors 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 290,255 shares
    Change vs previous 13F +8,278 shares

    55.09% of the 13F portfolio, value $179,333,872.

    13F-HR 0001667731-25-000964 filed by CV Advisors 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 281,977 shares
    Change vs previous 13F +11,795 shares

    55.46% of the 13F portfolio, value $157,644,444.

    13F-HR 0001667731-25-000474 filed by CV Advisors 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 270,182 shares
    Change vs previous 13F +65,595 shares

    55.08% of the 13F portfolio, value $158,348,045.

    13F-HR 0001667731-25-000230 filed by CV Advisors 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 204,587 shares
    Change vs previous 13F not available

    60.02% of the 13F portfolio, value $117,384,112.

    13F-HR 0001872254-24-000004 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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