Position in CVSA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$156,074
+$142,416 QoQ
Shares Held
1,252
+848.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#273
of 373 holders
Holding Since
Mar 2020
24 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $280,604 across 2 Education & Training Services names. CVSA ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
This page
|
1,252 | $156,074 | |
| 2 | LRN |
Stride, Inc.
|
1,444 | $124,530 |
All Filings in CVSA
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,074 | 1,252 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $13,658 | 132 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $20,387 | 132 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $16,794 | 132 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $13,284 | 132 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $11,992 | 132 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,963 | 132 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $9,003 | 132 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,784 | 132 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,781 | 132 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,656 | 132 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $4,532 | 132 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $5,097 | 132 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $4,686 | 132 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $4,811 | 132 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $4,748 | 132 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $3,921 | 132 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $4,990 | 132 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $4,704 | 132 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $5,219 | 132 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $4,481 | 132 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $3,239 | 132 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $4,111 | 132 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $3,536 | 132 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||