Position in CSV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$582,758
New position
Shares Held
12,763
first reported quarter
Ownership
0.080%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026WCG Wealth Advisors LLC holds $582,758 across 1 Personal Services name. CSV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSV |
Carriage Services Inc
This page
|
12,763 | $582,758 |
All Filings in CSV
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $582,758 | 12,763 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||