Skip to content
Disclosery

Covey Capital Advisors, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Covey Capital Advisors, LLC on SCHW, newest first. How the timeline and the estimate are built.

Covey Capital Advisors, LLC held 21,713 SCHW shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 21,713 shares
    Change vs previous 13F 0 shares

    2.13% of the 13F portfolio, value $1,981,094.

    13F-HR 0001376474-25-000697 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 21,713 shares
    Change vs previous 13F +181 shares

    1.96% of the 13F portfolio, value $1,699,694.

    13F-HR 0001376474-25-000421 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 21,532 shares
    Change vs previous 13F -1,739 shares

    1.81% of the 13F portfolio, value $1,593,583.

    13F-HR 0001376474-25-000132 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 23,271 shares
    Change vs previous 13F -607 shares

    1.67% of the 13F portfolio, value $1,508,194.

    13F-HR 0001376474-24-000689 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 23,878 shares
    Change vs previous 13F +2,782 shares

    2.04% of the 13F portfolio, value $1,766,017.

    13F-HR 0001376474-24-000437 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 21,096 shares
    Change vs previous 13F -2,330 shares

    1.84% of the 13F portfolio, value $1,526,085.

    13F-HR 0000909012-24-000064 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 23,426 shares
    Change vs previous 13F 0 shares

    2.05% of the 13F portfolio, value $1,611,709.

    13F-HR 0000909012-24-000019 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 23,426 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $1,286,087.

    13F-HR 0000909012-23-000116 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).