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Steward Partners Investment Advisory, LLC: CVBF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on CVBF, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 10,934 CVBF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,934 shares
    Change vs previous 13F -2,938 shares

    <0.01% of the 13F portfolio, value $246,564.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    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 13,872 shares
    Change vs previous 13F -1,556 shares

    <0.01% of the 13F portfolio, value $268,980.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 15,428 shares
    Change vs previous 13F -3,701 shares

    <0.01% of the 13F portfolio, value $286,966.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,129 shares
    Change vs previous 13F -424 shares

    <0.01% of the 13F portfolio, value $361,721.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,553 shares
    Change vs previous 13F -871 shares

    <0.01% of the 13F portfolio, value $386,950.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 20,424 shares
    Change vs previous 13F -575 shares

    <0.01% of the 13F portfolio, value $377,022.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 20,999 shares
    Change vs previous 13F -773 shares

    <0.01% of the 13F portfolio, value $449,591.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,772 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $387,985.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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