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Disclosery

CVFG LLC: PLTR position timeline

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

CVFG LLC held 35,399 PLTR 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 35,399 shares
    Change vs previous 13F -1,000 shares

    0.43% of the 13F portfolio, value $4,130,002.

    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 36,399 shares
    Change vs previous 13F +34,354 shares

    0.66% of the 13F portfolio, value $5,324,446.

    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 2,045 shares
    Change vs previous 13F -750 shares

    0.25% of the 13F portfolio, value $363,500.

    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 2,795 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $509,864.

    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 2,795 shares
    Change vs previous 13F -310 shares

    0.3% of the 13F portfolio, value $381,014.

    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 3,105 shares
    Change vs previous 13F -1,962 shares

    0.24% of the 13F portfolio, value $262,062.

    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 5,067 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $383,217.

    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).