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Disclosery

Covestor Ltd: NAVI position timeline

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

Covestor Ltd held 28 NAVI 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 28 shares
    Change vs previous 13F -2,891 shares

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

    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 2,919 shares
    Change vs previous 13F -2,835 shares

    0.02% of the 13F portfolio, value $24,000.

    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 5,754 shares
    Change vs previous 13F +2,693 shares

    0.04% of the 13F portfolio, value $75,000.

    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 3,061 shares
    Change vs previous 13F -2,468 shares

    0.02% of the 13F portfolio, value $40,000.

    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 5,529 shares
    Change vs previous 13F -1,774 shares

    0.05% of the 13F portfolio, value $78,000.

    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 7,303 shares
    Change vs previous 13F +993 shares

    0.06% of the 13F portfolio, value $92,000.

    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 6,310 shares
    Change vs previous 13F -1,050 shares

    0.05% of the 13F portfolio, value $84,000.

    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 7,360 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $115,000.

    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).