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Disclosery

Moran Wealth Management, LLC: CVSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on CVSA, newest first. How the timeline and the estimate are built.

Moran Wealth Management, LLC held 11,886 CVSA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,886 shares
    Change vs previous 13F +2,318 shares

    0.04% of the 13F portfolio, value $1,481,709.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 9,568 shares
    Change vs previous 13F +3,305 shares

    0.03% of the 13F portfolio, value $1,102,712.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,263 shares
    Change vs previous 13F +581 shares

    0.02% of the 13F portfolio, value $648,033.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,682 shares
    Change vs previous 13F +356 shares

    0.03% of the 13F portfolio, value $877,585.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,326 shares
    Change vs previous 13F +135 shares

    0.02% of the 13F portfolio, value $677,627.

    13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,191 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $522,422.

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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