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Disclosery

CVFG LLC: CWI position timeline

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

CVFG LLC held 172,132 CWI 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 172,132 shares
    Change vs previous 13F -1,624 shares

    0.74% of the 13F portfolio, value $7,000,600.

    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 173,756 shares
    Change vs previous 13F -2,174 shares

    0.79% of the 13F portfolio, value $6,357,737.

    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 175,930 shares
    Change vs previous 13F +7,129 shares

    4.33% of the 13F portfolio, value $6,319,404.

    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 168,801 shares
    Change vs previous 13F +6,004 shares

    4.26% of the 13F portfolio, value $5,894,536.

    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 162,797 shares
    Change vs previous 13F +8,366 shares

    4.22% of the 13F portfolio, value $5,316,963.

    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 154,431 shares
    Change vs previous 13F +10,649 shares

    4.15% of the 13F portfolio, value $4,568,076.

    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 143,782 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $4,017,264.

    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).