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CVA Family Office, LLC: CWB position timeline

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

CVA Family Office, LLC held 19,237 CWB 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 19,237 shares
    Change vs previous 13F +27 shares

    0.19% of the 13F portfolio, value $2,074,136.

    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 19,210 shares
    Change vs previous 13F -45 shares

    0.19% of the 13F portfolio, value $1,758,066.

    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 19,255 shares
    Change vs previous 13F -68 shares

    0.2% of the 13F portfolio, value $1,717,586.

    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 19,323 shares
    Change vs previous 13F +32 shares

    0.23% of the 13F portfolio, value $1,748,763.

    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 19,291 shares
    Change vs previous 13F -20 shares

    0.22% of the 13F portfolio, value $1,594,624.

    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 19,311 shares
    Change vs previous 13F +19 shares

    0.23% of the 13F portfolio, value $1,479,613.

    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 19,292 shares
    Change vs previous 13F +51 shares

    0.24% of the 13F portfolio, value $1,502,651.

    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 19,241 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,473,664.

    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).