Kestra Advisory Services, LLC: CVBF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on CVBF, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 0 CVBF shares at 2026-03-31 per its 13F-HR filed 2026-04-30.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -2,242 shares
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 2,242 sharesChange vs previous 13F +2,242 shares
<0.01% of the 13F portfolio, value $41,708.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -1,040 shares
13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F/A 1,040 sharesChange vs previous 13F -11,145 shares
<0.01% of the 13F portfolio, value $20,582.
13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 12,185 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $224,936.
13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,185 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $260,881.
13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).