Position in CSV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$153
-$29 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#156
of 157 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Aventura Private Wealth, LLC holds $68,804 across 4 Personal Services names. CSV ranks #4 (0.2% of the industry book) .
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153 | 4 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $182 | 4 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $169 | 4 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $178 | 4 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $182 | 4 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $155 | 4 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $159 | 4 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||