Superior Planning, LLC’s Covista Inc CVSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$367	Buy	+3	New	+$381	﹤0.01%	1942

Other funds holding CVSA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

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

Superior Planning, LLC opened a new position in Covista Inc (CVSA) in Q3 2026: 3 shares worth $367. The stake represents ﹤0.01% of the portfolio and ranks #1942 among its holdings.

260 funds tracked by Wall St. Rank hold CVSA as of Q3 2026.

Superior Planning, LLC held 3 shares of Covista Inc worth $367 as of Q3 2026.
Covista Inc was a new Superior Planning, LLC position in Q3 2026.
Covista Inc made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1942 holding.
260 funds tracked by Wall St. Rank held Covista Inc as of Q3 2026.

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