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Disclosery

CVFG LLC: CGBL position timeline

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

CVFG LLC held 164,981 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,981 shares
    Change vs previous 13F +21,502 shares

    0.66% of the 13F portfolio, value $6,262,671.

    13F-HR 0001951757-26-001220 filed by CVFG 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 143,479 shares
    Change vs previous 13F +20,196 shares

    0.61% of the 13F portfolio, value $4,937,105.

    13F-HR 0001951757-26-000759 filed by CVFG 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 123,283 shares
    Change vs previous 13F +5,280 shares

    2.99% of the 13F portfolio, value $4,355,603.

    13F-HR 0001951757-26-000390 filed by CVFG 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 118,003 shares
    Change vs previous 13F +14,341 shares

    2.96% of the 13F portfolio, value $4,097,051.

    13F-HR 0001951757-25-001364 filed by CVFG 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 103,662 shares
    Change vs previous 13F +15,691 shares

    2.75% of the 13F portfolio, value $3,466,461.

    13F-HR 0001951757-25-001047 filed by CVFG 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 87,971 shares
    Change vs previous 13F +33,140 shares

    2.48% of the 13F portfolio, value $2,725,328.

    13F-HR 0001951757-25-000434 filed by CVFG 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 54,831 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,714,556.

    13F-HR 0001951757-25-000024 filed by CVFG LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).