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Disclosery

CVFG LLC: SPY position timeline

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

CVFG LLC held 9,344 SPY 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 9,344 shares
    Change vs previous 13F -1,564 shares

    0.73% of the 13F portfolio, value $6,978,149.

    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 10,908 shares
    Change vs previous 13F -2,359 shares

    0.88% of the 13F portfolio, value $7,093,946.

    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 13,267 shares
    Change vs previous 13F -1,143 shares

    6.2% of the 13F portfolio, value $9,046,801.

    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 14,410 shares
    Change vs previous 13F +423 shares

    6.93% of the 13F portfolio, value $9,599,941.

    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 13,987 shares
    Change vs previous 13F +334 shares

    6.86% of the 13F portfolio, value $8,642,046.

    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 13,653 shares
    Change vs previous 13F +190 shares

    6.95% of the 13F portfolio, value $7,637,176.

    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 13,463 shares
    Change vs previous 13F not available

    7.2% of the 13F portfolio, value $7,890,530.

    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).