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Disclosery

Covenant Asset Management, LLC: HOOD position timeline

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

Covenant Asset Management, LLC held 88,562 HOOD 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 88,562 shares
    Change vs previous 13F -1,341 shares

    1.58% of the 13F portfolio, value $8,880,998.

    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 89,903 shares
    Change vs previous 13F -159 shares

    1.28% of the 13F portfolio, value $6,230,278.

    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 90,062 shares
    Change vs previous 13F +390 shares

    1.96% of the 13F portfolio, value $10,186,013.

    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 89,672 shares
    Change vs previous 13F -529 shares

    2.42% of the 13F portfolio, value $12,839,237.

    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 90,201 shares
    Change vs previous 13F +2,398 shares

    1.74% of the 13F portfolio, value $8,445,520.

    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 87,803 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,654,361.

    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).