Abound Wealth Management
- SEC CIK
- 0001950323
- Latest filing
- Jul 10, 2026
CVBF holding history
CVB Financial Corp in every 13F filed by Abound Wealth Management, 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 (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −16−100.0% | Sold out | Holders |
| Q1 2024 | 16 | $286 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 16 | $324 | <0.1% | −8−33.3% | Reduced | Holders |
| Q3 2023 | 24 | $398 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 24 | $319 | <0.1% | +24 | New | Holders |