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CVFG LLC: SPMD position timeline

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

CVFG LLC held 98,382 SPMD 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 98,382 shares
    Change vs previous 13F -232 shares

    0.7% of the 13F portfolio, value $6,646,687.

    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 98,614 shares
    Change vs previous 13F +5,198 shares

    0.73% of the 13F portfolio, value $5,839,901.

    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 93,416 shares
    Change vs previous 13F +2,615 shares

    3.71% of the 13F portfolio, value $5,409,716.

    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 90,801 shares
    Change vs previous 13F +3,485 shares

    3.75% of the 13F portfolio, value $5,192,883.

    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 87,316 shares
    Change vs previous 13F +8,020 shares

    3.77% of the 13F portfolio, value $4,748,219.

    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 79,296 shares
    Change vs previous 13F +3,907 shares

    3.69% of the 13F portfolio, value $4,058,368.

    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 75,389 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $4,123,037.

    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).