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Disclosery

CVFG LLC: HEFA position timeline

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

CVFG LLC held 102,846 HEFA 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 102,846 shares
    Change vs previous 13F +2,282 shares

    0.51% of the 13F portfolio, value $4,826,065.

    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 100,564 shares
    Change vs previous 13F +3,182 shares

    0.53% of the 13F portfolio, value $4,273,482.

    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 97,382 shares
    Change vs previous 13F -163 shares

    2.76% of the 13F portfolio, value $4,027,709.

    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 97,545 shares
    Change vs previous 13F +1,403 shares

    2.79% of the 13F portfolio, value $3,863,771.

    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 96,142 shares
    Change vs previous 13F +5,157 shares

    2.9% of the 13F portfolio, value $3,649,557.

    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 90,985 shares
    Change vs previous 13F +3,111 shares

    3% of the 13F portfolio, value $3,301,852.

    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 87,874 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $3,053,642.

    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).