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Disclosery

Covestor Ltd: SWIM position timeline

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

Covestor Ltd held 6,786 SWIM 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 6,786 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $44,000.

    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 6,750 shares
    Change vs previous 13F +1,174 shares

    0.02% of the 13F portfolio, value $36,000.

    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 5,576 shares
    Change vs previous 13F +3,372 shares

    0.02% of the 13F portfolio, value $35,000.

    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 2,204 shares
    Change vs previous 13F +1,131 shares

    0.01% of the 13F portfolio, value $17,000.

    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 1,073 shares
    Change vs previous 13F +1,058 shares

    <0.01% of the 13F portfolio, value $7,000.

    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 15 shares
    Change vs previous 13F 0 shares

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

    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 15 shares
    Change vs previous 13F -16 shares

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

    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 31 shares
    Change vs previous 13F not available

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

    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).