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Disclosery

CVA Family Office, LLC: SCHB position timeline

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

CVA Family Office, LLC held 297,745 SCHB 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 297,745 shares
    Change vs previous 13F -687 shares

    0.78% of the 13F portfolio, value $8,622,700.

    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 298,432 shares
    Change vs previous 13F -2,200 shares

    0.79% of the 13F portfolio, value $7,490,653.

    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 300,632 shares
    Change vs previous 13F -3,240 shares

    0.91% of the 13F portfolio, value $7,885,577.

    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 303,872 shares
    Change vs previous 13F +17 shares

    1.01% of the 13F portfolio, value $7,812,540.

    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 303,855 shares
    Change vs previous 13F +8,973 shares

    1.02% of the 13F portfolio, value $7,240,874.

    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 294,882 shares
    Change vs previous 13F -3,810 shares

    0.97% of the 13F portfolio, value $6,348,810.

    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 298,692 shares
    Change vs previous 13F +197,451 shares

    1.07% of the 13F portfolio, value $6,780,309.

    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 101,241 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $6,734,524.

    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).