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Disclosery

Covestor Ltd: SFD position timeline

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

Covestor Ltd held 5,519 SFD 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 5,519 shares
    Change vs previous 13F -2,282 shares

    0.08% of the 13F portfolio, value $134,000.

    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 7,801 shares
    Change vs previous 13F +253 shares

    0.15% of the 13F portfolio, value $218,000.

    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 7,548 shares
    Change vs previous 13F +2,667 shares

    0.09% of the 13F portfolio, value $169,000.

    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 4,881 shares
    Change vs previous 13F -548 shares

    0.06% of the 13F portfolio, value $115,000.

    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 5,429 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $128,000.

    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).