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Valeo Financial Advisors, LLC → CVSA

Valeo Financial Advisors, LLC CVSA Position History

Covista Inc. • Services

Quarters held
2
Latest value
$241K
Q3 2026
Peak value
$249K
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$249K
Q3 2026$241K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$241K2.0K——
Q2 2026$249K2.0K——

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