Ownership history in CVFG LLC · 5 quarters on record
This page tracks every 13F SEC filing in which CVFG LLC reported a position in SPDR DOW JONES INDL AVERAGE (DIA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 16,300 | +590 | +3.8% | 5.37% | $7.8M | $479.80 |
| 2025 Q3 | ADDED | 15,710 | +473 | +3.1% | 5.26% | $7.3M | $461.25 |
| 2025 Q2 | ADDED | 15,237 | +1,247 | +8.9% | 5.33% | $6.7M | $436.60 |
| 2025 Q1 | ADDED | 13,990 | +185 | +1.3% | 5.34% | $5.9M | $414.32 |
As of 2025 Q4 — sorted by position size