Position in CVSA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,226,155
+$163,896 QoQ
Shares Held
9,836
+6.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#150
of 373 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CVSA Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $2,736,009 across 3 Education & Training Services names. CVSA ranks #1 (44.8% of the industry book) .
All Filings in CVSA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,155 | 9,836 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,062,259 | 9,217 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $912,812 | 8,822 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||