Skip to content
Disclosery

Covenant Asset Management, LLC: PLTR position timeline

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

Covenant Asset Management, LLC held 15,246 PLTR 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 15,246 shares
    Change vs previous 13F -17,916 shares

    0.32% of the 13F portfolio, value $1,778,751.

    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 33,162 shares
    Change vs previous 13F +20,789 shares

    0.99% of the 13F portfolio, value $4,850,938.

    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 12,373 shares
    Change vs previous 13F +30 shares

    0.42% of the 13F portfolio, value $2,199,296.

    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 12,343 shares
    Change vs previous 13F -812 shares

    0.43% of the 13F portfolio, value $2,251,605.

    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 13,155 shares
    Change vs previous 13F +9,146 shares

    0.37% of the 13F portfolio, value $1,793,242.

    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 4,009 shares
    Change vs previous 13F +1,355 shares

    0.09% of the 13F portfolio, value $338,322.

    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 2,654 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $200,723.

    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).