CHICAGO RIVET & MACHINE CO - CVR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 55,763 | 554 | 0.0% | 0.0% | 1 | -1,693 | -2.95% | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 28,410 | 282 | 0.0% | 0.0% | 2 | -900 | -3.07% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | No change | 25,200 | 250 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VANGUARD GROUP INC | History | No change | 12,203 | 169 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VestGen Advisors, LLC | History | New | 12,200 | 123 | 0.0% | — | 5 | +12,200 | New | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 8,384 | 83 | 0.0% | — | 6 | +8,384 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 7,690 | 76 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 3,819 | 37 | 0.0% | — | 8 | +3,819 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,408 | 14 | 0.0% | 0.0% | 9 | +501 | 55.24% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 1,200 | 11 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 484 | 4 | 0.0% | — | 11 | +484 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 214 | 2 | 0.0% | — | 12 | +158 | 282.14% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -460 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |