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Disclosery

CVFG LLC: IJR position timeline

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

CVFG LLC held 6,276 IJR 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 6,276 shares
    Change vs previous 13F -43 shares

    0.1% of the 13F portfolio, value $930,858.

    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 6,319 shares
    Change vs previous 13F +2,325 shares

    0.1% of the 13F portfolio, value $785,577.

    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 3,994 shares
    Change vs previous 13F -11 shares

    0.33% of the 13F portfolio, value $479,990.

    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 4,005 shares
    Change vs previous 13F +260 shares

    0.34% of the 13F portfolio, value $475,951.

    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 3,745 shares
    Change vs previous 13F -9 shares

    0.32% of the 13F portfolio, value $409,318.

    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 3,754 shares
    Change vs previous 13F -294 shares

    0.36% of the 13F portfolio, value $392,580.

    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 4,048 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $466,416.

    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).