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Disclosery

Bernzott Capital Advisors: CVBF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on CVBF, newest first. How the timeline and the estimate are built.

Bernzott Capital Advisors held 428,089 CVBF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 428,089 shares
    Change vs previous 13F +12,700 shares

    3.86% of the 13F portfolio, value $9,653,415.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 415,389 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $8,054,393.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).