Skip to content
Disclosery

Cove Private Wealth, LLC: AMT position timeline

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

Cove Private Wealth, LLC held 5,546 AMT 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 5,546 shares
    Change vs previous 13F +88 shares

    0.18% of the 13F portfolio, value $907,159.

    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 5,458 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $941,942.

    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 5,458 shares
    Change vs previous 13F -910 shares

    0.29% of the 13F portfolio, value $958,261.

    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 6,368 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,224,694.

    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 6,368 shares
    Change vs previous 13F +739 shares

    0.5% of the 13F portfolio, value $1,407,455.

    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 5,629 shares
    Change vs previous 13F +629 shares

    0.64% of the 13F portfolio, value $1,224,870.

    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 5,000 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $917,050.

    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).

  8. period ended2024-09-30
    13F 5,000 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,162,800.

    13F-HR 0001172661-24-004364 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).