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Disclosery

CVA Family Office, LLC: JEPI position timeline

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

CVA Family Office, LLC held 142,494 JEPI 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 142,494 shares
    Change vs previous 13F -10,232 shares

    0.73% of the 13F portfolio, value $8,048,038.

    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 152,726 shares
    Change vs previous 13F -22,079 shares

    0.91% of the 13F portfolio, value $8,656,497.

    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 174,805 shares
    Change vs previous 13F -2,839 shares

    1.15% of the 13F portfolio, value $10,005,859.

    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 177,644 shares
    Change vs previous 13F -22,565 shares

    1.31% of the 13F portfolio, value $10,143,473.

    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 200,209 shares
    Change vs previous 13F -15,653 shares

    1.6% of the 13F portfolio, value $11,381,881.

    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 215,862 shares
    Change vs previous 13F +10,957 shares

    1.89% of the 13F portfolio, value $12,334,369.

    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 204,905 shares
    Change vs previous 13F +11,716 shares

    1.87% of the 13F portfolio, value $11,788,161.

    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 193,189 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $11,496,697.

    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).