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Disclosery

Financial Architects, Inc: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Architects, Inc on CVX, newest first. How the timeline and the estimate are built.

Financial Architects, Inc held 7,681 CVX shares at 2023-06-30 per its 13F-HR filed 2023-08-10.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 7,681 shares
    Change vs previous 13F +51 shares

    0.18% of the 13F portfolio, value $1,208,576.

    13F-HR 0001085146-23-003194 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-03-31
    13F 7,630 shares
    Change vs previous 13F -355 shares

    0.2% of the 13F portfolio, value $1,244,909.

    13F-HR 0001085146-23-002307 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-12-31
    13F 7,985 shares
    Change vs previous 13F +1,327 shares

    0.24% of the 13F portfolio, value $1,433,206.

    13F-HR 0001085146-23-000691 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-09-30
    13F 6,658 shares
    Change vs previous 13F +43 shares

    0.17% of the 13F portfolio, value $957,000.

    13F-HR 0001085146-22-003981 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-06-30
    13F 6,615 shares
    Change vs previous 13F -24 shares

    1.22% of the 13F portfolio, value $958,000.

    13F-HR 0001085146-22-002979 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-03-31
    13F 6,639 shares
    Change vs previous 13F -416 shares

    0.15% of the 13F portfolio, value $1,081,000.

    13F-HR 0001085146-22-001737 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-12-31
    13F 7,055 shares
    Change vs previous 13F +352 shares

    0.11% of the 13F portfolio, value $828,000.

    13F-HR 0001085146-22-000952 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-09-30
    13F 6,703 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $680,000.

    13F-HR 0001085146-21-003139 filed by Financial Architects, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).