Position in CVSA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,050,135
+$5,970 QoQ
Shares Held
8,424
-7.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#162
of 373 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in CVSA Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Trail Ridge Investment Advisors, LLC holds $1,561,538 across 2 Education & Training Services names. CVSA ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
This page
|
8,424 | $1,050,135 | |
| 2 | LRN |
Stride, Inc.
|
5,930 | $511,403 |
All Filings in CVSA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,050,135 | 8,424 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,044,165 | 9,060 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $935,679 | 9,043 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,330,123 | 8,612 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,073,566 | 8,438 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $861,880 | 8,564 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $729,162 | 8,026 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $597,122 | 7,911 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $554,683 | 8,132 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $379,126 | 7,376 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||