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Disclosery

Covenant Asset Management, LLC: IYR position timeline

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

Covenant Asset Management, LLC held 6,347 IYR 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 6,347 shares
    Change vs previous 13F -210 shares

    0.12% of the 13F portfolio, value $648,981.

    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 6,557 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $620,030.

    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 6,557 shares
    Change vs previous 13F -95 shares

    0.12% of the 13F portfolio, value $615,637.

    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 6,652 shares
    Change vs previous 13F -210 shares

    0.12% of the 13F portfolio, value $645,777.

    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 6,862 shares
    Change vs previous 13F -210 shares

    0.13% of the 13F portfolio, value $650,312.

    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 7,072 shares
    Change vs previous 13F -115 shares

    0.17% of the 13F portfolio, value $677,144.

    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 7,187 shares
    Change vs previous 13F -50 shares

    0.15% of the 13F portfolio, value $668,823.

    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 7,237 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $737,234.

    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).