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Disclosery

CVFG LLC: UI position timeline

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

CVFG LLC held 7,749 UI 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 7,749 shares
    Change vs previous 13F -3,410 shares

    0.43% of the 13F portfolio, value $4,138,198.

    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 11,159 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $8,818,849.

    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).