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Disclosery

CVFG LLC: IWR position timeline

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

CVFG LLC held 8,039 IWR 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 8,039 shares
    Change vs previous 13F +325 shares

    0.09% of the 13F portfolio, value $886,862.

    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 7,714 shares
    Change vs previous 13F +1,485 shares

    0.09% of the 13F portfolio, value $750,033.

    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 6,229 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $599,667.

    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 6,229 shares
    Change vs previous 13F -50 shares

    0.43% of the 13F portfolio, value $601,411.

    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 6,279 shares
    Change vs previous 13F +215 shares

    0.46% of the 13F portfolio, value $577,497.

    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 6,064 shares
    Change vs previous 13F +220 shares

    0.47% of the 13F portfolio, value $515,854.

    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 5,844 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $516,569.

    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).