Position in CSV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$347,335
+$25,559 QoQ
Shares Held
7,607
0.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026TSA Wealth Managment LLC holds $347,335 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
|
7,607 | $347,335 |
All Filings in CSV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $347,335 | 7,607 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $321,776 | 7,607 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $338,815 | 7,607 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $347,944 | 7,607 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $294,771 | 7,607 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $303,138 | 7,607 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $249,737 | 7,607 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $204,171 | 7,607 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $205,693 | 7,607 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||