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Kondo Wealth Advisors, Inc.: CVLC position timeline

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

Kondo Wealth Advisors, Inc. held 5,501 CVLC 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 5,501 shares
    Change vs previous 13F -2,549 shares

    0.17% of the 13F portfolio, value $519,762.

    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 8,050 shares
    Change vs previous 13F -1,471 shares

    0.24% of the 13F portfolio, value $644,483.

    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 9,521 shares
    Change vs previous 13F -7,335 shares

    0.31% of the 13F portfolio, value $802,046.

    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 16,856 shares
    Change vs previous 13F -1,583 shares

    0.56% of the 13F portfolio, value $1,380,001.

    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 18,439 shares
    Change vs previous 13F -6,222 shares

    0.62% of the 13F portfolio, value $1,413,349.

    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 24,661 shares
    Change vs previous 13F -6,716 shares

    0.84% of the 13F portfolio, value $1,700,130.

    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 31,377 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,301,224.

    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).