Position in CVSA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$306,164
-$3,396 QoQ
Shares Held
2,456
-8.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#234
of 373 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in CVSA Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Lido Advisors, LLC holds $306,164 across 1 Education & Training Services name. CVSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
This page
|
2,456 | $306,164 |
All Filings in CVSA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,164 | 2,456 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $309,560 | 2,686 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $232,495 | 2,247 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $335,155 | 2,170 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $260,947 | 2,051 | Shares | Defined | 2025-08-13 | |
| 2023-06-30 | $294,534 | 8,577 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $453,707 | 11,748 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||