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CVA Family Office, LLC: EXE position timeline

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

CVA Family Office, LLC held 10,454 EXE 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 10,454 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $953,257.

    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 10,448 shares
    Change vs previous 13F +203 shares

    0.12% of the 13F portfolio, value $1,146,929.

    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 10,245 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,130,586.

    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 10,245 shares
    Change vs previous 13F -17 shares

    0.14% of the 13F portfolio, value $1,088,378.

    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 10,262 shares
    Change vs previous 13F +61 shares

    0.17% of the 13F portfolio, value $1,199,983.

    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 10,201 shares
    Change vs previous 13F +60 shares

    0.17% of the 13F portfolio, value $1,135,528.

    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 10,141 shares
    Change vs previous 13F +59 shares

    0.16% of the 13F portfolio, value $1,009,584.

    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 10,082 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $829,222.

    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).