Current Market Value 711,632,758
Current Holdings 1279
Most Recent File Date 2025-07-31
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by CVA Family Office, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-31 2025-06-30 13F-HR 1279 711,633
2025-04-16 2025-03-31 13F-HR 1387 652,382
2025-01-07 2024-12-31 13F-HR 1287 631,670
2024-10-10 2024-09-30 13F-HR 1266 616,082
2024-07-10 2024-06-30 13F-HR 1275 555,603
2024-04-10 2024-03-31 13F-HR 1056 559,709
2024-01-16 2023-12-31 13F-HR 1044 512,845
2023-10-11 2023-09-30 13F-HR 225 438,330
2023-07-10 2023-06-30 13F-HR 1011 476,724
2023-04-27 2023-03-31 13F-HR 977 447,831
2023-02-22 2022-12-31 13F-HR 945 412,359
2022-11-22 2022-09-30 13F-HR 902 368,376
2022-07-11 2022-06-30 13F-HR 926 367,728
2022-04-22 2022-03-31 13F-HR 966 418,135
2022-01-25 2021-12-31 13F-HR 910 401,911
2021-10-12 2021-09-30 13F-HR 360 138,415
2021-07-13 2021-06-30 13F-HR 951 351,365
2021-04-14 2021-03-31 13F-HR 791 263,489
2021-01-15 2020-12-31 13F-HR 356 162,815
2020-10-27 2020-09-30 13F-HR 360 138,415
2020-07-31 2020-06-30 13F-HR 322 121,632
2020-05-28 2020-03-31 13F-HR 304 98,490
2020-02-18 2019-12-31 13F-HR 79 108,502