Skip to content
Disclosery

Cove Private Wealth, LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cove Private Wealth, LLC on ACN, newest first. How the timeline and the estimate are built.

Cove Private Wealth, LLC held 3,124 ACN shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,124 shares
    Change vs previous 13F +44 shares

    0.08% of the 13F portfolio, value $388,751.

    13F-HR 0001172661-26-002962 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,080 shares
    Change vs previous 13F +1,434 shares

    0.14% of the 13F portfolio, value $610,733.

    13F-HR 0001172661-26-001836 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,646 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $441,622.

    13F-HR 0001172661-26-000294 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,646 shares
    Change vs previous 13F -25 shares

    0.13% of the 13F portfolio, value $405,904.

    13F-HR 0001172661-25-004603 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,671 shares
    Change vs previous 13F +478 shares

    0.18% of the 13F portfolio, value $499,445.

    13F-HR 0001172661-25-002622 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,193 shares
    Change vs previous 13F +25 shares

    0.2% of the 13F portfolio, value $372,264.

    13F-HR 0001172661-25-001698 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,168 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $410,891.

    13F-HR 0001172661-25-000218 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).