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Disclosery

CVFG LLC: SOXX position timeline

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

CVFG LLC held 2,770 SOXX 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 2,770 shares
    Change vs previous 13F +224 shares

    0.19% of the 13F portfolio, value $1,774,925.

    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 2,546 shares
    Change vs previous 13F +241 shares

    0.1% of the 13F portfolio, value $836,747.

    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 2,305 shares
    Change vs previous 13F -10 shares

    0.48% of the 13F portfolio, value $694,155.

    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 2,315 shares
    Change vs previous 13F -45 shares

    0.45% of the 13F portfolio, value $627,640.

    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 2,360 shares
    Change vs previous 13F +210 shares

    0.45% of the 13F portfolio, value $563,339.

    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 2,150 shares
    Change vs previous 13F +164 shares

    0.37% of the 13F portfolio, value $404,568.

    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 1,986 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $427,964.

    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).