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Sound Portfolio Advisors, LLC: CVLC position timeline

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

Sound Portfolio Advisors, LLC held 26,147 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 26,147 shares
    Change vs previous 13F -42,523 shares

    1.75% of the 13F portfolio, value $2,470,107.

    13F-HR 0001951757-26-001128 filed by Sound Portfolio 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 68,670 shares
    Change vs previous 13F +114 shares

    4.47% of the 13F portfolio, value $5,497,720.

    13F-HR 0001951757-26-000770 filed by Sound Portfolio 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 68,556 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $5,775,151.

    13F-HR 0001951757-26-000358 filed by Sound Portfolio Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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