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Disclosery

CVSA COVISTA INC

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COM (common), issuer CIK 730464

398 managers (405 13F filers) reported a position in CVSA shares at 2025-09-30, 34,393,535 shares in all. 67 filers opened a position and 47 filers sold out during the quarter.

Managers
398
13F filers
405
New
67
Added
139
Reduced
153
Sold out
47
Shares held by filers
34,393,535

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,584$862K0.02%new13F-HRTimelineGroup
NorthCrest Asset Manangement, LLC5,837$844K0.02%+1,69913F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,432$839K<0.01%+42113F-HRTimelineGroup
Maryland State Retirement & Pension Sys…5,169$798K0.02%-5,39013F-HRTimeline
DIVERSIFIED TRUST CO5,161$797K0.02%+76113F-HRTimeline
Dana Investment Advisors, Inc.4,993$771K0.02%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,877$753K0.25%+67813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,870$752K0.08%+1,13913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP4,585$708K0.08%new13F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding4,585$708K+3,667Timeline
Mariner, LLCin group Mariner, LLC4,583$708K<0.01%-64613F-HRTimelineGroup
Candriam S.C.A.4,476$691K<0.01%-58,46513F-HRTimeline
Cetera Investment Advisers4,388$678K<0.01%+2,29713F-HRTimeline
State of Wyoming4,376$676K0.08%-95113F-HRTimeline
TUDOR INVESTMENT CORP ET AL4,374$676K<0.01%new13F-HR/ATimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,165$643K<0.01%-18313F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…4,028$622K0.01%-58713F-HRTimelineGroup
Measured Wealth Private Client Group, L…4,026$622K0.17%+46613F-HRTimeline
Trek Financial, LLC4,020$621K0.04%-31,44813F-HRTimeline
Keebeck Wealth Management3,881$599K0.07%new13F-HRTimeline
NewEdge Wealth, LLC6,093$594K0.01%+1,08713F-HRTimeline
Caprock Group, LLC4,515$591K0.01%13F-HRTimeline
Sigma Planning Corp3,762$581K0.02%-4,05413F-HRTimeline
PFG Advisors3,758$580K0.02%+87213F-HRTimeline
Gladstone Institutional Advisory LLC3,690$570K0.02%-1,22813F-HRTimeline
MML INVESTORS SERVICES, LLC3,672$567K<0.01%-1,75713F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,660$565K0.03%013F-HRTimeline
Perbak Capital Partners LLP3,618$559K0.1%new13F-HRTimeline
INCEPTIONR LLC3,557$549K0.13%+76113F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP3,506$542K0.07%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,503$541K<0.01%-1313F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC3,398$525K0.01%+39113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC3,320$513K<0.01%-41513F-HRTimelineGroup
XPONANCE LLC3,275$506K<0.01%+21013F-HRTimeline
Severin Investments, LLC3,253$502K0.45%new13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding3,249$502K-1,170Timeline
Triumph Capital Management3,212$496K0.13%+26813F-HR/ATimeline
Entropy Technologies, LP3,202$495K0.04%-72613F-HRTimeline
Kendall Capital Management3,192$493K0.11%+1013F-HRTimeline
Atom Investors LP3,183$492K0.04%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.3,160$488K<0.01%+2,52513F-HRTimelineGroup
GLOBEFLEX CAPITAL L P3,061$473K0.07%+1,23013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,967$458K-852Timeline
denkapparat Operations GmbH2,958$457K0.29%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,950$456K0.01%+1,33613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,893$447K<0.01%-48913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,877$444K<0.01%+36613F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd2,800$432K0.01%new13F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC2,612$403K<0.01%-2,35113F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO2,604$402K0.03%new13F-HRTimelineGroup
Crossmark Global Holdings, Inc.2,590$400K0.01%-26813F-HRTimeline
IEQ CAPITAL, LLC2,582$399K<0.01%-1,76113F-HRTimeline
Graham Capital Management, L.P.2,573$397K0.01%-2,43813F-HRTimeline
NewEdge Advisors, LLC2,572$397K<0.01%+6013F-HRTimeline
CHOREO, LLC2,493$385K0.01%-4813F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…2,458$380K0.01%-14,20613F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP2,451$379K0.01%+113F-HRTimelineGroup
Versor Investments LP2,414$373K0.07%-32413F-HRTimeline
WOLVERINE TRADING, LLC2,421$372K0.01%+60813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,400$371K0.01%-20013F-HRTimelineGroup
OP Asset Management Ltd2,315$358K<0.01%013F-HR/ATimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC2,312$357K<0.01%-15,51213F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,314$357K<0.01%+15813F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,271$351K<0.01%new13F-HRTimeline
Independent Advisor Alliance2,252$348K0.01%new13F-HRTimeline
NDVR, Inc.2,189$338K0.28%-10013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,170$335K<0.01%+11913F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,129$329K<0.01%013F-HRTimelineGroup
Vise Technologies, Inc.2,053$317K0.01%new13F-HRTimeline
DRW Securities, LLC2,036$316K0.02%new13F-HRTimeline
Pacer Advisors, Inc.2,043$316K<0.01%-1,65913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,016$311K0.01%new13F-HRTimeline
GAMMA Investing LLC1,978$306K0.02%+2713F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P1,927$298K0.01%-213F-HRTimeline
EMC Capital Management1,850$286K0.14%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,836$284K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,960$283K<0.01%+6313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,829$282K0.01%-1913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,822$281K<0.01%+413F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC1,799$278K0.01%-2113F-HRTimeline
HighTower Advisors, LLC1,759$272K<0.01%-2,43913F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…1,722$266K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,710$264K0.01%-5,14013F-HRTimelineGroup
CFC Planning Co LLC1,705$263K0.22%new13F-HRTimeline
PROFUND ADVISORS LLC1,674$259K0.01%-13013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,668$258K<0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,635$253K0.01%+1313F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd1,616$250K0.05%-1,80013F-HRTimelineGroup
New Age Alpha Advisors, LLC1,598$247K0.01%-58113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,474$238K0.03%new13F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC1,536$237K0.03%new13F-HRTimeline
Mutual Advisors, LLC1,547$237K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,521$235K0.01%+46413F-HRTimelineGroup
Quantessence Capital LLC1,483$229K0.07%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,452$224K<0.01%new13F-HRTimeline
Qsemble Capital Management, LP1,443$223K0.02%new13F-HRTimeline
Balboa Wealth Partners1,401$216K0.04%new13F-HRTimeline
R Squared Ltd1,399$216K0.09%new13F-HRTimeline
ClearAlpha Technologies LP1,398$216K0.59%new13F-HRTimeline
Merit Financial Group, LLC1,395$215K<0.01%new13F-HR/ATimeline
GTS SECURITIES LLC1,365$211K0.01%new13F-HRTimeline
Lombard Odier Asset Management (USA) Co…1,364$211K0.05%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,351$209K<0.01%-23513F-HRTimeline
Ballentine Partners, LLC1,329$205K<0.01%new13F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)1,299$201K<0.01%-16313F-HRTimeline
Harvest Investment Services, LLC1,295$200K0.04%-1,78713F-HRTimeline
KBC Group NVin group KBC Group NV1,124$174K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1,044$161K<0.01%+413F-HRTimeline
DekaBank Deutsche Girozentrale1,022$155K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC950$147K<0.01%+11313F-HRTimeline
Vestcor Inc902$139K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC785$121K<0.01%+76913F-HRTimeline
Parkside Financial Bank & Trust737$114K0.01%-3813F-HRTimeline
Smartleaf Asset Management LLC650$99.8K0.01%+8613F-HRTimeline
Arax Advisory Partners620$95.8K<0.01%new13F-HRTimeline
Covestor Ltd607$94K0.05%-5413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…532$82.2K<0.01%-93913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…503$77.7K<0.01%+43113F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.491$75.8K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC399$61K<0.01%-94813F-HRTimeline
Blue Trust, Inc.376$58.1K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…347$53.6K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.340$52.5K0.01%-1413F-HRTimeline
Employees Retirement System of Texas311$48K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC310$48K<0.01%+9713F-HRTimelineGroup
Leonteq Securities AG300$46.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…289$44.6K<0.01%+1913F-HRTimelineGroup
UMB Bank, n.a.266$41.1K<0.01%+11813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP211$32.6K<0.01%-13113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC199$30.7K<0.01%+10813F-HRTimelineGroup
Steward Partners Investment Advisory, L…198$30.6K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC197$30.4K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.192$29.7K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC188$27.9K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC179$27.6K<0.01%+313F-HRTimeline
Essential Partners LLC159$24.6K0.01%+1913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC162$24.1K<0.01%new13F-HRTimeline
Parallel Advisors, LLC153$23.6K<0.01%-1113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.152$23.5K<0.01%-5,91613F-HRTimelineGroup
Smithfield Trust Co145$22K<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS142$21.9K<0.01%-51713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC132$20.4K<0.01%013F-HRTimeline
Root Financial Partners, LLC129$19.9K<0.01%new13F-HRTimeline
Versant Capital Management, Inc123$19K<0.01%013F-HRTimeline
MATHER GROUP, LLC.118$18.2K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106$16.4K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.101$15.6K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK100$15.4K<0.01%+9613F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD100$15.4K<0.01%-90013F-HRTimeline
Truvestments Capital LLC100$15.4K<0.01%-1813F-HRTimeline
Golden State Wealth Management, LLC100$15.4K<0.01%013F-HRTimeline
Matrix Trust Co100$15K<0.01%-2313F-HRTimeline
Hemington Wealth Management95$14K<0.01%+613F-HRTimeline
Rise Advisors, LLC89$13.7K<0.01%013F-HRTimeline
Caitong International Asset Management …89$13.7K0.01%+8113F-HRTimeline
NFSG Corp86$13.3K<0.01%new13F-HRTimeline
Sterling Capital Management LLC86$13.3K<0.01%-313F-HRTimeline
SBI Securities Co., Ltd.80$12.4K<0.01%-27613F-HRTimeline
BOKF, NAin group BOKF, NA75$11.6K<0.01%new13F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd57$8.8K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC55$8.49K<0.01%-1513F-HRTimeline
JFS WEALTH ADVISORS, LLC48$7.41K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB47$7.26K<0.01%+213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.45$7K<0.01%+2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McIlrath & Eck, LLC44$6.8K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42$6.39K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC24$3.71K<0.01%013F-HRTimeline
True Wealth Design, LLC23$3.55K<0.01%+213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22$3.4K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC22$3.4K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc20$3.09K<0.01%013F-HRTimeline
T. Rowe Price Investment Management, In…16$3K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC19$2.94K<0.01%+213F-HRTimeline
J.Safra Asset Management Corp18$2.78K<0.01%-8513F-HRTimeline
Sachetta, LLC189$2.27K<0.01%-913F-HRTimeline
Global Retirement Partners, LLC14$2.16K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT16$2K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…12$1.85K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.7K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11$1.7K<0.01%013F-HRTimeline
CVA Family Office, LLC10$1.54K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC9$1.39K<0.01%013F-HRTimeline
Bare Financial Services, Inc8$1.24K<0.01%-113F-HRTimeline
SJS Investment Consulting Inc.7$1.08K<0.01%013F-HRTimeline
Cloud Capital Management, LLC8$1K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC6$927<0.01%013F-HRTimeline
Bayforest Capital Ltd6$927<0.01%-2,00113F-HRTimeline
JPL Wealth Management, LLC5$773<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC4$618<0.01%013F-HRTimeline
Advisory Services Network, LLC4$617<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC4$617<0.01%+113F-HRTimeline
Tortoise Investment Management, LLC3$463<0.01%+213F-HRTimeline
Larson Financial Group LLC3$463<0.01%-413F-HRTimeline
IFP Advisors, Inc2$309<0.01%-3113F-HR/ATimeline
Abound Wealth Management2$309<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.2$300<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1$154<0.01%new13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%-1,12413F-HRTimelineGroupValue 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