Superior Planning, LLC’s Covenant Logistics CVLG Stock Holding History

Superior Planning, LLC’s Portfolio CVLG Stock Details CVLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.1K	Buy	+311	New	+$11.9K	﹤0.01%	926

Other funds holding CVLG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's CVLG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Covenant Logistics (CVLG) in Q3 2026: 311 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings.

97 funds tracked by Wall St. Rank hold CVLG as of Q3 2026.

Superior Planning, LLC held 311 shares of Covenant Logistics worth $10.1K as of Q3 2026.
Covenant Logistics was a new Superior Planning, LLC position in Q3 2026.
Covenant Logistics made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #926 holding.
97 funds tracked by Wall St. Rank held Covenant Logistics as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.