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CVA Family Office, LLC: FNDX position timeline

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

CVA Family Office, LLC held 189,250 FNDX 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 189,250 shares
    Change vs previous 13F +39 shares

    0.53% of the 13F portfolio, value $5,885,683.

    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 189,211 shares
    Change vs previous 13F +147 shares

    0.55% of the 13F portfolio, value $5,269,529.

    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 189,064 shares
    Change vs previous 13F +36 shares

    0.59% of the 13F portfolio, value $5,144,420.

    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 189,028 shares
    Change vs previous 13F +22 shares

    0.64% of the 13F portfolio, value $4,971,434.

    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 189,006 shares
    Change vs previous 13F -7,033 shares

    0.65% of the 13F portfolio, value $4,638,198.

    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 196,039 shares
    Change vs previous 13F -1,954 shares

    0.71% of the 13F portfolio, value $4,628,480.

    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 197,993 shares
    Change vs previous 13F +130,708 shares

    0.74% of the 13F portfolio, value $4,688,485.

    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 67,285 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $4,828,389.

    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).