CVA Family Office, LLC: DUK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CVA Family Office, LLC on DUK, newest first. How the timeline and the estimate are built.
CVA Family Office, LLC held 5,477 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 5,477 sharesChange vs previous 13F +8 shares
0.06% of the 13F portfolio, value $693,279.
13F-HR 0001802084-26-000003 filed by CVA Family Office, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,469 sharesChange vs previous 13F +386 shares
0.08% of the 13F portfolio, value $716,111.
13F-HR 0001802084-26-000002 filed by CVA Family Office, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,083 sharesChange vs previous 13F -87 shares
0.07% of the 13F portfolio, value $595,778.
13F-HR 0001802084-26-000001 filed by CVA Family Office, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,170 sharesChange vs previous 13F +20 shares
0.08% of the 13F portfolio, value $639,788.
13F-HR 0001802084-25-000007 filed by CVA Family Office, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,150 sharesChange vs previous 13F -34 shares
0.09% of the 13F portfolio, value $607,700.
13F-HR 0001802084-25-000004 filed by CVA Family Office, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,184 sharesChange vs previous 13F +149 shares
0.1% of the 13F portfolio, value $632,292.
13F-HR 0001802084-25-000003 filed by CVA Family Office, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,035 sharesChange vs previous 13F -165 shares
0.09% of the 13F portfolio, value $542,471.
13F-HR 0001802084-25-000001 filed by CVA Family Office, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,200 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $599,571.
13F-HR 0001802084-24-000005 filed by CVA Family Office, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).