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Disclosery

Cove Private Wealth, LLC: IBDT position timeline

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

Cove Private Wealth, LLC held 66,000 IBDT 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 66,000 shares
    Change vs previous 13F +29,000 shares

    0.32% of the 13F portfolio, value $1,666,500.

    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 37,000 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $937,210.

    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).