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Disclosery

Covestor Ltd: SIRI position timeline

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

Covestor Ltd held 5,804 SIRI 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 5,804 shares
    Change vs previous 13F +333 shares

    0.1% of the 13F portfolio, value $171,000.

    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 5,471 shares
    Change vs previous 13F -890 shares

    0.09% of the 13F portfolio, value $127,000.

    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 6,361 shares
    Change vs previous 13F +878 shares

    0.07% of the 13F portfolio, value $127,000.

    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 5,483 shares
    Change vs previous 13F +1,483 shares

    0.07% of the 13F portfolio, value $128,000.

    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 4,000 shares
    Change vs previous 13F +2,638 shares

    0.05% of the 13F portfolio, value $92,000.

    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 1,362 shares
    Change vs previous 13F -3,227 shares

    0.02% of the 13F portfolio, value $31,000.

    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 4,589 shares
    Change vs previous 13F +3,473 shares

    0.07% of the 13F portfolio, value $105,000.

    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 1,116 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $26,000.

    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).