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Cove Private Wealth, LLC: CRM position timeline

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

Cove Private Wealth, LLC held 17,455 CRM 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 17,455 shares
    Change vs previous 13F +4,808 shares

    0.53% of the 13F portfolio, value $2,734,500.

    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 12,647 shares
    Change vs previous 13F +3,347 shares

    0.54% of the 13F portfolio, value $2,360,815.

    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 9,300 shares
    Change vs previous 13F +884 shares

    0.73% of the 13F portfolio, value $2,463,663.

    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 8,416 shares
    Change vs previous 13F +25 shares

    0.63% of the 13F portfolio, value $1,994,592.

    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 8,391 shares
    Change vs previous 13F +1,409 shares

    0.81% of the 13F portfolio, value $2,288,142.

    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 6,982 shares
    Change vs previous 13F +270 shares

    0.99% of the 13F portfolio, value $1,873,690.

    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 6,712 shares
    Change vs previous 13F +2,487 shares

    1.35% of the 13F portfolio, value $2,244,023.

    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 4,225 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,156,425.

    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).