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CVFG LLC: MSFT position timeline

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

CVFG LLC held 37,270 MSFT 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 37,270 shares
    Change vs previous 13F -3,573 shares

    1.46% of the 13F portfolio, value $13,902,262.

    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 40,843 shares
    Change vs previous 13F +33,846 shares

    1.88% of the 13F portfolio, value $15,118,992.

    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 6,997 shares
    Change vs previous 13F +29 shares

    2.32% of the 13F portfolio, value $3,383,850.

    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 6,968 shares
    Change vs previous 13F +402 shares

    2.61% of the 13F portfolio, value $3,608,856.

    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 6,566 shares
    Change vs previous 13F -61 shares

    2.59% of the 13F portfolio, value $3,266,224.

    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 6,627 shares
    Change vs previous 13F +157 shares

    2.26% of the 13F portfolio, value $2,487,655.

    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 6,470 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $2,727,202.

    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).