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Disclosery

Covestor Ltd: UMAC position timeline

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

Covestor Ltd held 60,802 UMAC 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 60,802 shares
    Change vs previous 13F -310 shares

    0.78% of the 13F portfolio, value $1,356,000.

    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 61,112 shares
    Change vs previous 13F +27,316 shares

    0.53% of the 13F portfolio, value $758,000.

    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 33,796 shares
    Change vs previous 13F +16,994 shares

    0.23% of the 13F portfolio, value $431,000.

    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 16,802 shares
    Change vs previous 13F -1,805 shares

    0.14% of the 13F portfolio, value $254,000.

    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 18,607 shares
    Change vs previous 13F +5,310 shares

    0.09% of the 13F portfolio, value $159,000.

    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 13,297 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $85,000.

    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).