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Disclosery

CVA Family Office, LLC: AEE position timeline

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

CVA Family Office, LLC held 2,858 AEE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,858 shares
    Change vs previous 13F -52 shares

    0.03% of the 13F portfolio, value $323,068.

    13F-HR 0001802084-26-000003 filed by CVA 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 2,910 shares
    Change vs previous 13F +237 shares

    0.03% of the 13F portfolio, value $319,867.

    13F-HR 0001802084-26-000002 filed by CVA 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 2,673 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $266,926.

    13F-HR 0001802084-26-000001 filed by CVA 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 2,668 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $278,486.

    13F-HR 0001802084-25-000007 filed by CVA 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 2,678 shares
    Change vs previous 13F -139 shares

    0.04% of the 13F portfolio, value $257,195.

    13F-HR 0001802084-25-000004 filed by CVA 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 2,817 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $282,827.

    13F-HR 0001802084-25-000003 filed by CVA 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 2,717 shares
    Change vs previous 13F +292 shares

    0.04% of the 13F portfolio, value $242,193.

    13F-HR 0001802084-25-000001 filed by CVA 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 2,425 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $212,091.

    13F-HR 0001802084-24-000005 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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