Level Four Advisory Services’s Covista Inc CVSA Stock Holding History

Level Four Advisory Services’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 Q1	$205K	Buy	+1,777	New	+$190K	0.01%	824
2025 Q4	–	Sell	-1,829	Closed	-$282K	–	843
2025 Q3	$282K	Sell	1,829 -19	-1%	-$2.43K	0.01%	677
2025 Q2	$235K	Buy	+1,848	New	+$219K	0.01%	709

Other funds holding CVSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Level Four Advisory Services's CVSA Position: Q1 2026 in Review

Level Four Advisory Services opened a new position in Covista Inc (CVSA) in Q1 2026: 1,777 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in CVSA as recently as Q3 2025.

Level Four Advisory Services first reported a position in CVSA in Q2 2025 and has held it in 3 quarters since. The position peaked at $282K in Q3 2025. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

Level Four Advisory Services held 1,777 shares of Covista Inc worth $205K as of Q1 2026.
Covista Inc was a new Level Four Advisory Services position in Q1 2026.
Covista Inc made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #824 holding.
Level Four Advisory Services first reported a position in Covista Inc in Q2 2025 and has held it in 3 quarters since.
Level Four Advisory Services's Covista Inc position peaked at $282K in Q3 2025.
353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.