TSA Wealth Managment LLC
- SEC CIK
- 0001963669
- Latest filing
- Aug 3, 2026
CSV holding history
Carriage Services Inc in every 13F filed by TSA Wealth Managment LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CSV overviewAll 13F holders of CSVFull Q2 2026 holdings
- Shares (Q2 2026)
- 7,607
- Value
- $291.7K
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 7,607 | $291.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 7,607 | $347.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 7,607 | $321.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 7,607 | $338.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 7,607 | $347.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 7,607 | $294.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 7,607 | $303.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 7,607 | $249.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 7,607 | $204.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 7,607 | $205.7K | 0.1% | +7,607 | New | Holders |