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NewEdge Advisors, LLC

Position in CSV — Carriage Services Inc

CIK 1633516 NEW ORLEANS, LA

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, 2026

NewEdge Advisors, LLC holds $3,613,597 across 6 Personal Services names. CSV ranks #5 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 CSV
Carriage Services Inc
This page
270 $10,351

All Filings in CSV

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,351 270
2026-03-31 $5,433 119
2025-12-31 $296 7