Skip to content
Disclosery

Covestor Ltd: AM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Covestor Ltd on AM, newest first. How the timeline and the estimate are built.

Covestor Ltd held 1,203 AM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,203 shares
    Change vs previous 13F -1,333 shares

    0.02% of the 13F portfolio, value $27,000.

    13F-HR 0001909846-26-000008 filed by Covestor Ltd
    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 2,536 shares
    Change vs previous 13F -1,771 shares

    0.04% of the 13F portfolio, value $58,000.

    13F-HR 0001909846-26-000007 filed by Covestor Ltd
    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 4,307 shares
    Change vs previous 13F +3,506 shares

    0.04% of the 13F portfolio, value $77,000.

    13F-HR 0001909846-26-000001 filed by Covestor Ltd
    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 801 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $16,000.

    13F-HR 0001909846-25-000009 filed by Covestor Ltd
    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 801 shares
    Change vs previous 13F -4,987 shares

    0.01% of the 13F portfolio, value $15,000.

    13F-HR 0001909846-25-000005 filed by Covestor Ltd
    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 5,788 shares
    Change vs previous 13F -3,458 shares

    0.07% of the 13F portfolio, value $104,000.

    13F-HR 0001909846-25-000002 filed by Covestor Ltd
    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 9,246 shares
    Change vs previous 13F -4,066 shares

    0.09% of the 13F portfolio, value $140,000.

    13F-HR 0001909846-25-000001 filed by Covestor Ltd
    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 13,312 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $200,000.

    13F-HR 0001909846-24-000006 filed by Covestor Ltd
    Filed (acceptance time not in the bulk data set), ingested

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