Position in CVSA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,790,514
+$694,808 QoQ
Shares Held
22,385
+23.1% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#99
of 376 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CVSA Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026NewEdge Wealth, LLC holds $4,662,106 across 2 Education & Training Services names. CVSA ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
This page
|
22,385 | $2,790,514 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
|
13,078 | $1,871,592 |
All Filings in CVSA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,790,514 | 22,385 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,095,706 | 18,184 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,229,534 | 11,883 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $941,063 | 6,093 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $636,913 | 5,006 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $439,192 | 4,364 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $338,507 | 3,726 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||