CVLC β€” CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF

Ownership history in Rossby Financial, LCC  Β·  5 quarters on record

AI Ownership Summary

Rossby Financial, LCC reported CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF (CVLC) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.52% in 2025 Q4. The latest visible filing shows CVLC at 4.52% 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.

What this CVLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rossby Financial, LCC's position in CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF, 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
2025 Q4

CVLC was reported at 4.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.52% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Rossby Financial, LCC held CVLC β€” position size vs. price
% of Fund (quarterly)    CVLC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 174,021 +11,921 +7.4% 4.52% $14.7M 2026-02-14 (Est.) $84.17
2025 Q3 ADDED 162,100 +16,492 +11.3% 4.35% $13.3M 2025-11-10 $83.71
2025 Q2 ADDED 145,608 +10,240 +7.6% 4.11% $11.1M 2025-08-01 $76.22
2025 Q1 ADDED 135,368 +36,832 +37.4% 3.88% $9.2M 2025-04-28 $67.35
2024 Q4 INITIATED 98,536 β€” β€” 4.47% $7.2M 2025-02-13 $75.04

FAQ About Rossby Financial, LCC and CVLC

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

How long has Rossby Financial, LCC reported owning CVLC?

Rossby Financial, LCC reported CVLC across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CVLC position in Rossby Financial, LCC's portfolio?

The largest reported portfolio weight for CVLC was 4.52% in 2025 Q4.

What is the latest reported CVLC position on this page?

The most recent filing on this page is 2025 Q4, when Rossby Financial, LCC reported 174,021 shares, equal to 4.52% of portfolio, with an estimated market value of $14.7M.

What does the chart on this CVLC ownership page compare?

The chart compares Rossby Financial, LCC's quarterly CVLC 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.

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