Carriage Services shares owned by Values First Advisors
Quarter-by-quarter ownership of Carriage Services (CSV) shares owned by Values First Advisors
from 13F filings
Historical chart of Values First Advisors investment in Carriage Services
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Quarterly reported holdings in Carriage Services by Values First Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $767k | 17k | 44.54 |
| 2025-06-30 | $801k | 18k | 45.74 |
| 2025-03-31 | $675k | 17k | 38.76 |
| 2024-12-31 | $697k | 18k | 39.85 |
| 2024-09-30 | $566k | 17k | 32.83 |
| 2024-06-30 | $468k | 17k | 26.84 |
| 2024-03-31 | $471k | 17k | 27.04 |
| 2023-12-31 | $428k | 17k | 25.01 |
| 2023-09-30 | $450k | 16k | 28.25 |
| 2023-06-30 | $518k | 16k | 32.47 |
| 2023-03-31 | $475k | 16k | 30.52 |
| 2022-12-31 | $416k | 15k | 27.54 |
| 2022-09-30 | $485k | 15k | 32.13 |
| 2022-06-30 | $578k | 15k | 39.68 |
| 2022-03-31 | $830k | 16k | 53.36 |
| 2021-12-31 | $947k | 15k | 64.42 |
| 2021-09-30 | $689k | 16k | 44.60 |
| 2021-06-30 | $551k | 15k | 36.97 |
| 2021-03-31 | $533k | 15k | 35.19 |
| 2020-12-31 | $469k | 15k | 31.29 |
| 2020-09-30 | $340k | 15k | 22.32 |
| 2020-06-30 | $251k | 14k | 18.08 |
| 2020-03-31 | $229k | 14k | 16.15 |
| 2019-12-31 | $298k | 12k | 25.60 |