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Joel Adams & Associates, Inc.: CVLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joel Adams & Associates, Inc. on CVLC, newest first. How the timeline and the estimate are built.

Joel Adams & Associates, Inc. held 126,566 CVLC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,566 shares
    Change vs previous 13F +28,914 shares

    7.68% of the 13F portfolio, value $11,956,690.

    13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, Inc.
    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 97,652 shares
    Change vs previous 13F +15,726 shares

    5.81% of the 13F portfolio, value $7,818,019.

    13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, Inc.
    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 81,926 shares
    Change vs previous 13F +27,884 shares

    5.19% of the 13F portfolio, value $6,901,438.

    13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, Inc.
    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 54,042 shares
    Change vs previous 13F not available

    3.57% of the 13F portfolio, value $4,424,419.

    13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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