Skip to content
Disclosery

Covestor Ltd: PR position timeline

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

Covestor Ltd held 3,665 PR 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 3,665 shares
    Change vs previous 13F -1,562 shares

    0.04% of the 13F portfolio, value $67,000.

    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 5,227 shares
    Change vs previous 13F -12,857 shares

    0.08% of the 13F portfolio, value $111,000.

    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 18,084 shares
    Change vs previous 13F +1,676 shares

    0.13% of the 13F portfolio, value $254,000.

    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 16,408 shares
    Change vs previous 13F -977 shares

    0.12% of the 13F portfolio, value $210,000.

    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 17,385 shares
    Change vs previous 13F +1,009 shares

    0.14% of the 13F portfolio, value $237,000.

    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 16,376 shares
    Change vs previous 13F -1,693 shares

    0.15% of the 13F portfolio, value $227,000.

    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 18,069 shares
    Change vs previous 13F +7,494 shares

    0.16% of the 13F portfolio, value $260,000.

    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 10,575 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $144,000.

    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).