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Disclosery

CVFG LLC: DIA position timeline

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

CVFG LLC held 17,607 DIA 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 17,607 shares
    Change vs previous 13F +618 shares

    0.97% of the 13F portfolio, value $9,197,553.

    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 16,989 shares
    Change vs previous 13F +689 shares

    0.98% of the 13F portfolio, value $7,868,968.

    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 16,300 shares
    Change vs previous 13F +590 shares

    5.37% of the 13F portfolio, value $7,833,286.

    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 15,710 shares
    Change vs previous 13F +473 shares

    5.26% of the 13F portfolio, value $7,285,534.

    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 15,237 shares
    Change vs previous 13F +1,247 shares

    5.33% of the 13F portfolio, value $6,714,192.

    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 13,990 shares
    Change vs previous 13F +185 shares

    5.34% of the 13F portfolio, value $5,874,106.

    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 13,805 shares
    Change vs previous 13F not available

    5.36% of the 13F portfolio, value $5,874,104.

    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).