AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CVBF holding history

CVB Financial Corp in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVBF overview All 13F holders of CVBF Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2022

Holdings of CVBF by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−43,243−100.0%	Sold out	Holders
Q4 2022	43,243	$1.11M	<0.1%	−23,024−34.7%	Reduced	Holders
Q3 2022	66,267	$1.68M	<0.1%	−210.0%	Reduced	Holders
Q2 2022	66,288	$1.65M	<0.1%	+66,288	New	Holders