Position in CSV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,351
+$4,918 QoQ
Shares Held
270
+126.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 157 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026NewEdge Advisors, LLC holds $3,613,597 across 6 Personal Services names. CSV ranks #5 (0.3% of the industry book) .
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,351 | 270 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,433 | 119 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $296 | 7 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||