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Disclosery

CVSA COVISTA INC

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COM (common), issuer CIK 730464

378 managers (385 13F filers) reported a position in CVSA shares at 2025-06-30, 34,308,500 shares in all. 75 filers opened a position and 30 filers sold out during the quarter.

Managers
378
13F filers
385
New
75
Added
132
Reduced
137
Sold out
30
Shares held by filers
34,308,500

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Beard, Stephen W.officer (Chairman & CEO)2026-10-09-4,667 S$130.769Form 4
Beard, Stephen W.officer (Chairman & CEO)2026-10-08-3,639 S$130.369Form 4

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,837$743K<0.01%+1,82913F-HRTimelineGroup
Amundiin group Amundi5,975$728K<0.01%-9,38213F-HRTimelineGroup
Campbell & CO Investment Adviser LLC5,576$709K0.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC5,429$691K<0.01%+1,36713F-HRTimeline
State of Wyoming5,327$678K0.08%-66413F-HRTimeline
Moran Wealth Management, LLC5,326$678K0.02%+13513F-HRTimeline
Mariner, LLCin group Mariner, LLC5,229$665K<0.01%+35213F-HRTimelineGroup
Graham Capital Management, L.P.5,011$638K0.02%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,011$638K<0.01%-1,16413F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC4,963$631K<0.01%-1,78613F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,918$626K0.03%-4013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,899$623K<0.01%-35913F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC4,715$602K<0.01%-5913F-HRTimelineGroup
NewEdge Wealth, LLC5,006$597K0.01%+64213F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…4,615$587K0.01%-81213F-HRTimelineGroup
CIBC WORLD MARKETS CORP4,538$577K<0.01%-3,78113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding4,419$562KnewTimeline
DIVERSIFIED TRUST CO4,400$560K0.01%+1,34513F-HRTimeline
Quantinno Capital Management LP4,386$558K<0.01%+85313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,348$553K<0.01%013F-HRTimeline
IEQ CAPITAL, LLC4,343$553K<0.01%-84213F-HRTimeline
FORA Capital, LLC4,323$550K0.06%new13F-HRTimeline
BAILARD, INC.4,271$543K0.01%-80013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,199$534K0.21%new13F-HRTimeline
HighTower Advisors, LLC4,198$534K<0.01%+11313F-HRTimeline
NorthCrest Asset Manangement, LLC4,138$509K0.01%-2,00013F-HRTimeline
Entropy Technologies, LP3,928$500K0.04%-2,30413F-HRTimeline
ARISTEIA CAPITAL, L.L.C.3,878$493K0.01%+78913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,819$486K+26Timeline
ALPS ADVISORS INCin group ALPS ADVISORS INC3,735$475K<0.01%+4513F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.3,731$475K0.06%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,715$473K<0.01%new13F-HRTimelineGroup
Aigen Investment Management, LP3,712$472K0.06%new13F-HRTimeline
Pacer Advisors, Inc.3,702$471K<0.01%-27913F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,660$466K0.03%013F-HRTimeline
Measured Wealth Private Client Group, L…3,560$453K0.14%+1,03313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,516$447K<0.01%+10213F-HRTimelineGroup
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd3,416$435K0.1%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,382$430K<0.01%+53513F-HRTimelineGroup
Baader Bank Aktiengesellschaft3,317$421K0.04%new13F-HRTimeline
Horizon Investment Services, LLC3,279$417K0.18%-82113F-HRTimeline
Kendall Capital Management3,182$405K0.11%+95513F-HRTimeline
Harvest Investment Services, LLC3,082$392K0.09%new13F-HRTimeline
XPONANCE LLC3,065$390K<0.01%+2513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,007$383K0.01%+24713F-HRTimeline
denkapparat Operations GmbH2,958$376K0.3%+32013F-HRTimeline
Triumph Capital Management2,944$375K0.11%-53713F-HR/ATimeline
PFG Advisors2,886$367K0.02%new13F-HRTimeline
Crossmark Global Holdings, Inc.2,858$364K0.01%-913F-HRTimeline
Aquatic Capital Management LLC2,844$362K0.01%+2,56113F-HRTimeline
INCEPTIONR LLC2,796$356K0.08%new13F-HRTimeline
Versor Investments LP2,738$348K0.06%new13F-HRTimeline
AlphaQuest LLC2,668$339K0.03%-71113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,600$331K0.01%-20013F-HRTimelineGroup
CHOREO, LLC2,541$323K<0.01%+39913F-HRTimeline
NewEdge Advisors, LLC2,512$320K<0.01%+2,30313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,511$319K<0.01%+13913F-HRTimelineGroup
Quantbot Technologies LP2,485$316K0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,450$312K<0.01%013F-HRTimelineGroup
OP Asset Management Ltd2,315$295K<0.01%new13F-HR/ATimeline
NDVR, Inc.2,289$291K0.27%+513F-HRTimeline
SG Americas Securities, LLC2,253$287K<0.01%new13F-HRTimeline
New Age Alpha Advisors, LLC2,179$277K0.01%-30413F-HRTimeline
CWM, LLCin group CWM, LLC2,156$274K<0.01%+15713F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,129$271K<0.01%-43013F-HRTimelineGroup
Cetera Investment Advisers2,091$266K<0.01%new13F-HRTimeline
Trust Investment Advisors2,083$265K0.16%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…2,082$265K0.21%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,051$261K<0.01%new13F-HRTimelineGroup
Scientech Research LLC2,032$259K0.06%new13F-HRTimeline
Bayforest Capital Ltd2,007$255K0.11%new13F-HRTimeline
GAMMA Investing LLC1,951$248K0.02%+23113F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P1,929$245K0.01%-9,52713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,848$235K0.01%new13F-HRTimelineGroup
EMC Capital Management1,850$235K0.13%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,897$233K<0.01%new13F-HRTimeline
GLOBEFLEX CAPITAL L P1,831$233K0.02%+1,06813F-HRTimeline
WOLVERINE TRADING, LLC1,813$233K0.01%-37313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC1,820$232K0.01%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,818$231K<0.01%new13F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC1,816$231K<0.01%-48713F-HRTimeline
PROFUND ADVISORS LLC1,804$230K0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,622$206K0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,614$205K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,586$202K<0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…1,471$187K<0.01%+73713F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)1,462$186K<0.01%+50913F-HRTimeline
SIMPLEX TRADING, LLC1,347$171K<0.01%new13F-HRTimeline
Morse Asset Management, Inc1,200$153K0.03%new13F-HRTimeline
KBC Group NVin group KBC Group NV1,124$143K<0.01%-53013F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH1,124$141K<0.01%+1,12413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,057$134K0.01%+73813F-HRTimelineGroup
SIGNATUREFD, LLC1,040$132K<0.01%013F-HRTimeline
DekaBank Deutsche Girozentrale1,022$131K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,016$129K<0.01%-12013F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD1,000$127K<0.01%-80013F-HRTimeline
HARBOUR INVESTMENTS, INC.920$117K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.918$117K<0.01%-9013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC837$106K<0.01%-2613F-HRTimeline
Parkside Financial Bank & Trust775$98.6K0.01%-23413F-HRTimeline
NKCFO LLC718$91K0.04%new13F-HRTimeline
Covestor Ltd661$84K0.05%+34013F-HRTimeline
USA FINANCIAL FORMULAS659$83.8K0.01%-22913F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.635$81K<0.01%-15513F-HRTimelineGroup
Smartleaf Asset Management LLC564$72.5K0.01%-27413F-HRTimeline
Quarry LP389$49.5K0.01%+38013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC366$46.6K<0.01%new13F-HR/ATimelineGroup
SBI Securities Co., Ltd.356$45.3K<0.01%+31313F-HRTimeline
Center for Financial Planning, Inc.354$45K0.01%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC350$45K<0.01%new13F-HRTimelineGroup
Allworth Financial LP342$43.5K<0.01%+15513F-HRTimeline
Financial Management Professionals, Inc.309$39.3K<0.01%013F-HRTimeline
Leonteq Securities AG300$38.2K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…270$34.4K<0.01%-1713F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…222$28K<0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC217$27K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC213$27K<0.01%+3813F-HRTimelineGroup
Brooklyn Investment Group204$26K<0.01%+8013F-HR/ATimeline
Steward Partners Investment Advisory, L…198$25.2K<0.01%-48013F-HRTimeline
Clearstead Advisors, LLC176$22.4K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC165$21K0.01%new13F-HRTimeline
Parallel Advisors, LLC164$20.9K<0.01%+213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp150$19.1K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.148$18.8K<0.01%+1213F-HR/ATimeline
Smithfield Trust Co145$18K<0.01%013F-HRTimeline
Essential Partners LLC140$17.8K0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC132$16.8K<0.01%013F-HRTimeline
Matrix Trust Co123$16K<0.01%-513F-HRTimeline
Versant Capital Management, Inc123$15.6K<0.01%013F-HRTimeline
Truvestments Capital LLC118$15K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106$13.5K<0.01%new13F-HRTimelineGroup
J.Safra Asset Management Corp103$13.1K<0.01%-7813F-HR/ATimeline
GHP Investment Advisors, Inc.101$12.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC100$12.7K<0.01%+7613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC91$11.6K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC89$11.3K<0.01%-44613F-HR/ATimeline
Rise Advisors, LLC89$11.3K<0.01%013F-HRTimeline
Hemington Wealth Management89$11K<0.01%+1213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…72$9.16K<0.01%+6613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB71$9.03K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC70$8.91K<0.01%+513F-HRTimeline
JFS WEALTH ADVISORS, LLC48$6.11K<0.01%013F-HRTimeline
IFP Advisors, Inc33$5.73K<0.01%+3113F-HRTimeline
MassMutual Private Wealth & Trust, FSB45$5.72K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42$5.4K<0.01%new13F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.42$5.34K<0.01%-11,22013F-HRTimelineGroup
MAI Capital Management28$3.56K<0.01%new13F-HRTimeline
Clearstead Trust, LLC24$3.05K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.21$3K<0.01%+1913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sachetta, LLC198$2.96K<0.01%new13F-HRTimeline
Manchester Capital Management LLC22$2.8K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22$2.8K<0.01%-313F-HRTimelineGroup
True Wealth Design, LLC21$2.67K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc20$2.54K<0.01%013F-HRTimeline
Fortitude Family Office, LLC17$2.16K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC16$2.04K<0.01%+813F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT16$2K<0.01%-14,14613F-HRTimeline
Geneos Wealth Management Inc.15$1.91K<0.01%-513F-HRTimeline
Global Retirement Partners, LLC14$1.78K<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.65K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC13$1.65K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…12$1.53K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11$1.4K<0.01%013F-HRTimeline
CVA Family Office, LLC10$1.27K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC9$1.15K<0.01%+313F-HRTimeline
Bare Financial Services, Inc9$1.15K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.8$1.02K<0.01%013F-HRTimeline
Caitong International Asset Management …8$1.02K<0.01%new13F-HRTimeline
Larson Financial Group LLC7$891<0.01%+213F-HRTimeline
SJS Investment Consulting Inc.7$891<0.01%-413F-HRTimeline
Bruce G. Allen Investments, LLC6$763<0.01%-313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4$509<0.01%013F-HRTimelineGroup
HFM Investment Advisors, LLC4$509<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC3$381<0.01%+113F-HRTimeline
Abound Wealth Management2$255<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.2$254<0.01%013F-HRTimeline
Tortoise Investment Management, LLC1$127<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Beard, Stephen W. sold 8,306 CVSA shares between 2026-10-08 and 2026-10-09, Form 4 filed 2026-10-09. 0000730464-26-000057

    Accepted , ingested