CVA Family Office, LLC

Family Office

Position in AFRM — Affirm Holdings, Inc.

CIK 1802084 DENVER, CO

Position in AFRM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$41,508

+$24,601 QoQ

Shares Held

509

+37.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#520

of 654 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CVA Family Office, LLC holds $5,821,705 across 19 Credit Services names. AFRM ranks #7 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,951	$2,384,818
2	MA	Mastercard Inc	4,187	$2,150,443
3	AXP	American Express Co	1,575	$532,743
4	COF	Capital One Financial Corp	2,289	$459,219
5	SYF	Synchrony Financial	1,032	$78,483
6	PYPL	PayPal Holdings, Inc.	1,361	$58,767
7	AFRM	Affirm Holdings, Inc. This page	509	$41,508
8	ALLY	Ally Financial Inc.	560	$25,732

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,508	509	+37.9%	Shares	Sole	2026-08-07
2026-03-31	$16,907	369	+310.0%	Shares	Sole	2026-04-29
2025-12-31	$6,698	90	+114.3%	Shares	Sole	2026-01-12
2025-09-30	$3,069	42	+20.0%	Shares	Sole	2025-10-30
2025-06-30	$2,419	35	0.0%	Shares	Sole	2025-07-31
2025-03-31	$1,581	35	0.0%	Shares	Sole	2025-04-16
2024-12-31	$2,131	35	0.0%	Shares	Sole	2025-01-07
2024-09-30	$1,428	35	0.0%	Shares	Sole	2024-10-10
2024-06-30	$1,057	35	0.0%	Shares	Sole	2024-07-10
2024-03-31	$1,304	35	0.0%	Shares	Sole	2024-04-10
2023-12-31	$1,719	35	0.0%	Shares	Sole	2024-01-16
2023-06-30	$536	35	0.0%	Shares	Sole	2023-07-10
2023-03-31	$394	35	—	Shares	Sole	2023-04-27
No filing history on record for this holder in this stock.