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Disclosery

NewEdge Wealth, LLC: CVSA position timeline

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

NewEdge Wealth, LLC held 22,385 CVSA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,385 shares
    Change vs previous 13F +4,201 shares

    0.03% of the 13F portfolio, value $2,790,514.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 18,184 shares
    Change vs previous 13F +6,301 shares

    0.03% of the 13F portfolio, value $2,095,706.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 11,883 shares
    Change vs previous 13F +5,790 shares

    0.01% of the 13F portfolio, value $1,229,534.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 6,093 shares
    Change vs previous 13F +1,087 shares

    0.01% of the 13F portfolio, value $594,007.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 5,006 shares
    Change vs previous 13F +642 shares

    0.01% of the 13F portfolio, value $596,865.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 4,364 shares
    Change vs previous 13F +638 shares

    0.01% of the 13F portfolio, value $439,193.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,726 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $338,507.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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