Position in CVSA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,238
+$320 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#333
of 373 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CVSA Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $285,121 across 2 Education & Training Services names. CVSA ranks #2 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
|
3,257 | $280,883 | |
| 2 | CVSA |
Covista Inc.
This page
|
34 | $4,238 |
All Filings in CVSA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,238 | 34 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,918 | 34 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,138 | 11 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,698 | 11 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,399 | 11 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,107 | 11 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||