Position in CSV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$741,879
+$159,121 QoQ
Shares Held
19,350
+51.6% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#65
of 158 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026WCG Wealth Advisors LLC holds $741,879 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
|
19,350 | $741,879 |
All Filings in CSV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,879 | 19,350 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $582,758 | 12,763 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||