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Plum Street Advisors, LLC: CVIE position timeline

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

Plum Street Advisors, LLC held 16,363 CVIE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,363 shares
    Change vs previous 13F +653 shares

    0.44% of the 13F portfolio, value $1,391,063.

    13F-HR 0002068236-26-000003 filed by Plum Street Advisors, 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 15,710 shares
    Change vs previous 13F +1,237 shares

    0.4% of the 13F portfolio, value $1,141,960.

    13F-HR 0002068236-26-000002 filed by Plum Street Advisors, LLC
    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 14,473 shares
    Change vs previous 13F +6,630 shares

    0.37% of the 13F portfolio, value $1,031,925.

    13F-HR 0002068236-26-000001 filed by Plum Street Advisors, LLC
    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 7,843 shares
    Change vs previous 13F +14 shares

    0.21% of the 13F portfolio, value $535,130.

    13F-HR 0002068236-25-000008 filed by Plum Street Advisors, LLC
    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 7,829 shares
    Change vs previous 13F +2,321 shares

    0.22% of the 13F portfolio, value $509,659.

    13F-HR 0002068236-25-000007 filed by Plum Street Advisors, LLC
    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 5,508 shares
    Change vs previous 13F +1,718 shares

    0.15% of the 13F portfolio, value $318,891.

    13F-HR 0002068236-25-000006 filed by Plum Street Advisors, LLC
    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 3,790 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $209,108.

    13F-HR 0002068236-25-000005 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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