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Kesler, Norman & Wride, LLC: CVLT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kesler, Norman & Wride, LLC on CVLT, newest first. How the timeline and the estimate are built.

Kesler, Norman & Wride, LLC held 3,574 CVLT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,574 shares
    Change vs previous 13F +3,574 shares

    0.08% of the 13F portfolio, value $506,543.

    13F-HR 0002085853-26-000842 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,143 shares

    13F-HR 0002085853-26-000236 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 5,143 shares
    Change vs previous 13F -567 shares

    0.15% of the 13F portfolio, value $776,466.

    13F-HR 0001840455-25-000005 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 5,710 shares
    Change vs previous 13F -64 shares

    0.18% of the 13F portfolio, value $996,460.

    13F-HR 0001085146-25-004505 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 5,774 shares
    Change vs previous 13F +631 shares

    0.17% of the 13F portfolio, value $911,296.

    13F-HR 0001085146-25-002509 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 5,143 shares
    Change vs previous 13F +1,163 shares

    0.17% of the 13F portfolio, value $776,466.

    13F-HR 0001085146-25-001090 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 3,980 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $612,940.

    13F-HR 0001085146-24-004695 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).