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Disclosery

Cove Private Wealth, LLC: SPY position timeline

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

Cove Private Wealth, LLC held 12,958 SPY 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 12,958 shares
    Change vs previous 13F +2,455 shares

    1.87% of the 13F portfolio, value $9,676,646.

    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 10,503 shares
    Change vs previous 13F +3,771 shares

    1.55% of the 13F portfolio, value $6,830,521.

    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 6,732 shares
    Change vs previous 13F +659 shares

    1.37% of the 13F portfolio, value $4,590,685.

    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 6,073 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $4,045,711.

    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 6,073 shares
    Change vs previous 13F +789 shares

    1.32% of the 13F portfolio, value $3,752,203.

    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 5,284 shares
    Change vs previous 13F +548 shares

    1.55% of the 13F portfolio, value $2,955,817.

    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 4,736 shares
    Change vs previous 13F +3,636 shares

    1.67% of the 13F portfolio, value $2,775,675.

    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 1,100 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $631,136.

    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).