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Disclosery

Covestor Ltd: DOX position timeline

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

Covestor Ltd held 2,202 DOX 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 2,202 shares
    Change vs previous 13F +463 shares

    0.06% of the 13F portfolio, value $111,000.

    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 1,739 shares
    Change vs previous 13F -1,682 shares

    0.08% of the 13F portfolio, value $114,000.

    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 3,421 shares
    Change vs previous 13F +1,743 shares

    0.14% of the 13F portfolio, value $275,000.

    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 1,678 shares
    Change vs previous 13F -365 shares

    0.08% of the 13F portfolio, value $138,000.

    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 2,043 shares
    Change vs previous 13F -857 shares

    0.11% of the 13F portfolio, value $186,000.

    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 2,900 shares
    Change vs previous 13F +222 shares

    0.18% of the 13F portfolio, value $265,000.

    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 2,678 shares
    Change vs previous 13F -309 shares

    0.14% of the 13F portfolio, value $228,000.

    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 2,987 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $261,000.

    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).