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Disclosery

CVA Family Office, LLC: SHV position timeline

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

CVA Family Office, LLC held 81,389 SHV 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 81,389 shares
    Change vs previous 13F +342 shares

    0.81% of the 13F portfolio, value $8,981,318.

    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 81,047 shares
    Change vs previous 13F +4,477 shares

    0.94% of the 13F portfolio, value $8,946,793.

    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 76,570 shares
    Change vs previous 13F +16,927 shares

    0.97% of the 13F portfolio, value $8,434,213.

    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 59,643 shares
    Change vs previous 13F +16,442 shares

    0.85% of the 13F portfolio, value $6,589,983.

    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 43,201 shares
    Change vs previous 13F +9,594 shares

    0.67% of the 13F portfolio, value $4,770,208.

    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 33,607 shares
    Change vs previous 13F +8,353 shares

    0.57% of the 13F portfolio, value $3,712,259.

    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 25,254 shares
    Change vs previous 13F +3,612 shares

    0.44% of the 13F portfolio, value $2,780,724.

    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 21,642 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,394,230.

    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).