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Disclosery

Covenant Asset Management, LLC: ARM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Covenant Asset Management, LLC on ARM, newest first. How the timeline and the estimate are built.

Covenant Asset Management, LLC held 2,814 ARM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,814 shares
    Change vs previous 13F +14 shares

    0.18% of the 13F portfolio, value $997,760.

    13F-HR 0001697717-26-000006 filed by Covenant Asset Management, 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 2,800 shares
    Change vs previous 13F -30,498 shares

    0.09% of the 13F portfolio, value $423,584.

    13F-HR 0001697717-26-000004 filed by Covenant Asset Management, 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 33,298 shares
    Change vs previous 13F +170 shares

    0.7% of the 13F portfolio, value $3,639,805.

    13F-HR 0001697717-26-000002 filed by Covenant Asset Management, 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 33,128 shares
    Change vs previous 13F +301 shares

    0.88% of the 13F portfolio, value $4,687,281.

    13F-HR 0001697717-25-000012 filed by Covenant Asset Management, 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 32,827 shares
    Change vs previous 13F -3,475 shares

    1.09% of the 13F portfolio, value $5,309,439.

    13F-HR 0001697717-25-000007 filed by Covenant Asset Management, 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 36,302 shares
    Change vs previous 13F -2,564 shares

    0.97% of the 13F portfolio, value $3,876,691.

    13F-HR 0001697717-25-000005 filed by Covenant Asset Management, 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 38,866 shares
    Change vs previous 13F +6,554 shares

    1.06% of the 13F portfolio, value $4,794,510.

    13F-HR 0001697717-25-000002 filed by Covenant Asset Management, 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 32,312 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $4,620,940.

    13F-HR 0001697717-24-000011 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).