Whelan Financial
- SEC CIK
- 0001894921
- Latest filing
- Jul 24, 2026
CVBF holding history
CVB Financial Corp in every 13F filed by Whelan Financial, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CVBF overviewAll 13F holders of CVBFFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −10,619−100.0% | Sold out | Holders |
| Q4 2025 | 10,619 | $197.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 10,619 | $200.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 10,619 | $210.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 10,619 | $196.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 10,619 | $227.4K | 0.1% | +10,619 | New | Holders |