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Kondo Wealth Advisors, Inc.: CVIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kondo Wealth Advisors, Inc. on CVIE, newest first. How the timeline and the estimate are built.

Kondo Wealth Advisors, Inc. held 8,039 CVIE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,039 shares
    Change vs previous 13F -1,393 shares

    0.23% of the 13F portfolio, value $683,487.

    13F-HR 0001172661-26-002722 filed by Kondo Wealth Advisors, 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 9,432 shares
    Change vs previous 13F -815 shares

    0.26% of the 13F portfolio, value $685,612.

    13F-HR 0001172661-26-001652 filed by Kondo Wealth Advisors, 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 10,247 shares
    Change vs previous 13F -3,640 shares

    0.28% of the 13F portfolio, value $730,612.

    13F-HR 0001172661-26-000403 filed by Kondo Wealth Advisors, 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 13,887 shares
    Change vs previous 13F -722 shares

    0.38% of the 13F portfolio, value $947,514.

    13F-HR 0001172661-25-004585 filed by Kondo Wealth Advisors, Inc.
    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 14,609 shares
    Change vs previous 13F -3,505 shares

    0.42% of the 13F portfolio, value $948,270.

    13F-HR 0001172661-25-002771 filed by Kondo Wealth Advisors, Inc.
    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 18,114 shares
    Change vs previous 13F -3,546 shares

    0.52% of the 13F portfolio, value $1,048,727.

    13F-HR 0001172661-25-002441 filed by Kondo Wealth Advisors, Inc.
    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 21,660 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,195,063.

    13F-HR 0001172661-25-002440 filed by Kondo Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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