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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

CVSA holding history

Covista Inc. in every 13F filed by Bartlett & Co. Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVSA overviewAll 13F holders of CVSAFull Q2 2026 holdings

Shares (Q2 2026)
1,252
Value
$156.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CVSA by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,252$156.1K<0.1%+1,252NewHolders
Q1 20260$00.0%−132−100.0%Sold outHolders
Q4 2025132$13.7K<0.1%00.0%UnchangedHolders
Q3 2025132$20.4K<0.1%00.0%UnchangedHolders
Q2 2025132$16.8K<0.1%00.0%UnchangedHolders
Q1 2025132$13.3K<0.1%00.0%UnchangedHolders
Q4 2024132$12.0K<0.1%00.0%UnchangedHolders
Q3 2024132$9.96K<0.1%00.0%UnchangedHolders
Q2 2024132$9.00K<0.1%00.0%UnchangedHolders
Q1 2024132$6.79K<0.1%00.0%UnchangedHolders
Q4 2023132$7.87K<0.1%00.0%UnchangedHolders
Q3 2023132$5.66K<0.1%00.0%UnchangedHolders
Q2 2023132$4.53K<0.1%00.0%UnchangedHolders
Q1 2023132$5.10K<0.1%00.0%UnchangedHolders
Q4 2022132$4.69K<0.1%00.0%UnchangedHolders
Q3 2022132$4.81K<0.1%00.0%UnchangedHolders
Q2 2022132$4.75K<0.1%00.0%UnchangedHolders
Q1 2022132$3.92K<0.1%+132NewHolders
Q4 20210$00.0%−132−100.0%Sold outHolders
Q3 2021132$4.99K<0.1%00.0%UnchangedHolders
Q2 2021132$4.70K<0.1%00.0%UnchangedHolders
Q1 2021132$5.22K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.