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CVFG LLC: SPSM position timeline

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

CVFG LLC held 87,442 SPSM 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 87,442 shares
    Change vs previous 13F -1,291 shares

    0.53% of the 13F portfolio, value $5,042,758.

    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 88,733 shares
    Change vs previous 13F +4,267 shares

    0.53% of the 13F portfolio, value $4,287,576.

    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 84,466 shares
    Change vs previous 13F +2,487 shares

    2.71% of the 13F portfolio, value $3,958,081.

    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 81,979 shares
    Change vs previous 13F +2,950 shares

    2.74% of the 13F portfolio, value $3,797,267.

    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 79,029 shares
    Change vs previous 13F +8,361 shares

    2.67% of the 13F portfolio, value $3,366,612.

    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 70,668 shares
    Change vs previous 13F +4,156 shares

    2.62% of the 13F portfolio, value $2,880,431.

    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 66,512 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $2,987,735.

    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).