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Disclosery

WEALTHGARDEN F.S. LLC: CVIE position timeline

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

WEALTHGARDEN F.S. LLC held 22,274 CVIE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,274 shares
    Change vs previous 13F +547 shares

    1.07% of the 13F portfolio, value $1,893,573.

    13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. 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 21,727 shares
    Change vs previous 13F +1,383 shares

    1.08% of the 13F portfolio, value $1,579,336.

    13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. 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 20,344 shares
    Change vs previous 13F +2,210 shares

    1.01% of the 13F portfolio, value $1,533,734.

    13F-HR 0002023633-26-000001 filed by WEALTHGARDEN F.S. 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 18,134 shares
    Change vs previous 13F +504 shares

    0.91% of the 13F portfolio, value $1,274,875.

    13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. 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 17,630 shares
    Change vs previous 13F +2,400 shares

    0.93% of the 13F portfolio, value $1,123,609.

    13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. 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 15,230 shares
    Change vs previous 13F -10 shares

    0.85% of the 13F portfolio, value $881,755.

    13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. 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 15,240 shares
    Change vs previous 13F +3,272 shares

    0.79% of the 13F portfolio, value $840,847.

    13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 11,968 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $716,978.

    13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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