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Disclosery

CVFG LLC: IVV position timeline

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

CVFG LLC held 11,439 IVV 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 11,439 shares
    Change vs previous 13F +1,326 shares

    0.9% of the 13F portfolio, value $8,566,378.

    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 10,113 shares
    Change vs previous 13F +3,721 shares

    0.82% of the 13F portfolio, value $6,606,068.

    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 6,392 shares
    Change vs previous 13F +1,364 shares

    3% of the 13F portfolio, value $4,378,405.

    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 5,028 shares
    Change vs previous 13F -45 shares

    2.43% of the 13F portfolio, value $3,365,058.

    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 5,073 shares
    Change vs previous 13F +172 shares

    2.5% of the 13F portfolio, value $3,149,549.

    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 4,901 shares
    Change vs previous 13F -492 shares

    2.5% of the 13F portfolio, value $2,753,774.

    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 5,393 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $3,174,801.

    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).