CVA Family Office, LLC CLOU GLOBAL X FDS

Ownership history in CVA Family Office, LLC  ·  20 quarters on record

AI Ownership Summary

CVA Family Office, LLC reported GLOBAL X FDS (CLOU) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows CLOU at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CLOU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CVA Family Office, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CLOU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CVA Family Office, LLC held CLOU — position size vs. price
% of Fund (quarterly)    CLOU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,416 0% 0.01% $125K 2026-04-29 $19.93
2025 Q4 UNCHANGED 6,416 0% 0.02% $145K 2026-01-12 $22.76
2025 Q3 UNCHANGED 6,416 0% 0.02% $149K 2025-10-30 $23.66
2025 Q2 UNCHANGED 6,416 0% 0.02% $150K 2025-07-31 $22.65
2025 Q1 UNCHANGED 6,416 0% 0.02% $135K 2025-04-16 $19.68
2024 Q4 UNCHANGED 6,416 0% 0.02% $154K 2025-01-07 $24.02
2024 Q3 UNCHANGED 6,416 0% 0.02% $132K 2024-10-10 $20.89
2024 Q2 REDUCED 6,416 -15 -0.2% 0.02% $126K 2024-07-10 $19.45
2024 Q1 UNCHANGED 6,431 0% 0.02% $140K 2024-04-10 $21.21
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CLOU

As of 2026 Q2 — sorted by position size

KERR FINANCIAL PLANNING Corp 0.03%

FAQ About CVA Family Office, LLC and CLOU

These are the practical questions this page is built to answer before you even open the full history table.

How long has CVA Family Office, LLC reported owning CLOU?

CVA Family Office, LLC reported CLOU across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CLOU position in CVA Family Office, LLC's portfolio?

The largest reported portfolio weight for CLOU was 0.02% in 2024 Q1.

What is the latest reported CLOU position on this page?

The most recent filing on this page is 2026 Q1, when CVA Family Office, LLC reported 6,416 shares, equal to 0.01% of portfolio, with an estimated market value of $125K.

What does the chart on this CLOU ownership page compare?

The chart compares CVA Family Office, LLC's quarterly CLOU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CVA Family Office, LLC time their CLOU position?

Based on 13F filing dates vs. subsequent CLOU price moves, CVA Family Office, LLC correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on CLOU relative to SPY over the holding period was -17.5%.

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