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CVA Family Office, LLC: IJR position timeline

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

CVA Family Office, LLC held 25,061 IJR 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 25,061 shares
    Change vs previous 13F -17 shares

    0.34% of the 13F portfolio, value $3,716,754.

    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 25,078 shares
    Change vs previous 13F +1,036 shares

    0.33% of the 13F portfolio, value $3,117,397.

    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 24,042 shares
    Change vs previous 13F -850 shares

    0.33% of the 13F portfolio, value $2,889,383.

    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 24,892 shares
    Change vs previous 13F +40 shares

    0.38% of the 13F portfolio, value $2,957,861.

    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 24,852 shares
    Change vs previous 13F -24 shares

    0.38% of the 13F portfolio, value $2,716,061.

    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 24,876 shares
    Change vs previous 13F -47,297 shares

    0.4% of the 13F portfolio, value $2,601,276.

    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 72,173 shares
    Change vs previous 13F -369 shares

    1.32% of the 13F portfolio, value $8,315,793.

    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 72,542 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $8,484,478.

    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).