Position in CVSA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$686,501
+$90,428 QoQ
Shares Held
5,507
+6.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#188
of 373 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVSA Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Independent Advisor Alliance holds $1,888,660 across 3 Education & Training Services names. CVSA ranks #2 (36.3% of the industry book) .
All Filings in CVSA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,501 | 5,507 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $596,073 | 5,172 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $302,545 | 2,924 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $347,821 | 2,252 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||