CVFG LLC: SCHB position timeline

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

CVFG LLC held 13,686 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 13,686 shares
Change vs previous 13F +70 shares
0.04% of the 13F portfolio, value $396,344.
13F-HR 0001951757-26-001220 filed by CVFG LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 13,616 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $341,772.
13F-HR 0001951757-26-000759 filed by CVFG LLC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).