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Disclosery

Covestor Ltd: FWRD position timeline

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

Covestor Ltd held 7,912 FWRD 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 7,912 shares
    Change vs previous 13F -40,055 shares

    0.06% of the 13F portfolio, value $107,000.

    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 47,967 shares
    Change vs previous 13F +9,137 shares

    0.55% of the 13F portfolio, value $801,000.

    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 38,830 shares
    Change vs previous 13F +21,374 shares

    0.51% of the 13F portfolio, value $970,000.

    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 17,456 shares
    Change vs previous 13F +17,451 shares

    0.25% of the 13F portfolio, value $447,000.

    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 5 shares
    Change vs previous 13F not available

    0% of the 13F portfolio, value $0.

    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).