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Disclosery

Cove Private Wealth, LLC: VB position timeline

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

Cove Private Wealth, LLC held 17,026 VB 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 17,026 shares
    Change vs previous 13F +1,046 shares

    1% of the 13F portfolio, value $5,160,921.

    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 15,980 shares
    Change vs previous 13F +3,463 shares

    0.95% of the 13F portfolio, value $4,185,482.

    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 12,517 shares
    Change vs previous 13F +255 shares

    0.96% of the 13F portfolio, value $3,228,760.

    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 12,262 shares
    Change vs previous 13F +100 shares

    0.99% of the 13F portfolio, value $3,117,981.

    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 12,162 shares
    Change vs previous 13F +4,870 shares

    1.02% of the 13F portfolio, value $2,882,151.

    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 7,292 shares
    Change vs previous 13F +6,438 shares

    0.85% of the 13F portfolio, value $1,617,001.

    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 854 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $205,199.

    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).