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Disclosery

Cove Private Wealth, LLC: V position timeline

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

Cove Private Wealth, LLC held 14,379 V 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 14,379 shares
    Change vs previous 13F +542 shares

    0.95% of the 13F portfolio, value $4,933,291.

    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 13,837 shares
    Change vs previous 13F +2,310 shares

    0.95% of the 13F portfolio, value $4,182,095.

    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 11,527 shares
    Change vs previous 13F +95 shares

    1.2% of the 13F portfolio, value $4,042,634.

    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 11,432 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $3,902,656.

    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 11,432 shares
    Change vs previous 13F +320 shares

    1.43% of the 13F portfolio, value $4,058,932.

    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 11,112 shares
    Change vs previous 13F +62 shares

    2.05% of the 13F portfolio, value $3,894,312.

    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 11,050 shares
    Change vs previous 13F 0 shares

    2.1% of the 13F portfolio, value $3,492,242.

    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 11,050 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $3,038,198.

    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).