MA MASTERCARD INCORPORATED

Ownership history in CVFG LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CVFG LLC reported a position in MASTERCARD INCORPORATED (MA). 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.

Peak position
1.69% (2025 Q1)
Avg. % of fund
1.49%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,203 -22 -0.7% 1.25% $1.8M $570.02
2025 Q3 REDUCED 3,225 -93 -2.8% 1.33% $1.8M $567.21
2025 Q2 REDUCED 3,318 -72 -2.1% 1.48% $1.9M $559.60
2025 Q1 REDUCED 3,390 -107 -3.1% 1.69% $1.9M $544.97
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MA price (monthly, adj. close)
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