Position in CVSA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,081
-$2,820 QoQ
Shares Held
129
-21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#313
of 373 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVSA Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026IFP Advisors, Inc holds $593,779 across 16 Education & Training Services names. CVSA ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
|
2,485 | $214,306 | |
| 2 | APEI |
American Public Education Inc
|
2,360 | $126,732 | |
| 3 | LGCY |
Legacy Education Inc.
|
8,600 | $101,136 | |
| 4 | PRDO |
PERDOCEO EDUCATION Corp
|
1,180 | $37,760 | |
| 5 | COUR |
Coursera, Inc.
|
5,912 | $33,343 | |
| 6 | LAUR |
Laureate Education, Inc.
|
489 | $17,760 | |
| 7 | CVSA |
Covista Inc.
This page
|
129 | $16,081 | |
| 8 | KLC |
KinderCare Learning Companies, Inc.
|
3,531 | $15,006 |
All Filings in CVSA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,081 | 129 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $18,901 | 164 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $16,969 | 164 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $308 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,198 | 33 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $201 | 2 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $181 | 2 | Shares | Sole | 2025-02-04 | |
| 2022-12-31 | $11 | 10 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $400 | 11 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $395 | 11 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $326 | 11 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||