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Creative Planning CVSA Position History
Covista Inc. • Services
Quarters held
8
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q3 2025 | $30K |
| Q4 2025 | $823K |
| Q1 2026 | $1.8M |
| Q2 2026 | $29K |
| Q2 2026 | $2.4M |
| Q3 2026 | $32K |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 21.0K | — | — |
| Q3 2026 | $32K | 265 | — | — |
| Q2 2026 | $2.4M | 19.3K | — | — |
| Q2 2026 | $29K | 233 | — | — |
| Q1 2026 | $1.8M | 15.5K | — | — |
| Q4 2025 | $823K | 8.0K | — | — |
| Q3 2025 | $30K | 192 | — | — |
| Q3 2025 | $2.1M | 13.6K | — | — |
Other funds holding CVSA
$288.3M
$212.4M
$209.5M
$196.4M
$191.4M
$189.4M
$181.2M