Current Market Value 169,526
Current Holdings 2805
Most Recent File Date 2025-08-11
Total Filings on Record 16
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Covestor Ltd . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 2805 170
2025-05-12 2025-03-31 13F-HR 2822 150
2025-02-13 2024-12-31 13F-HR 2841 160
2024-11-01 2024-09-30 13F-HR 2856 160
2024-08-09 2024-06-30 13F-HR 2862 155
2024-05-10 2024-03-31 13F-HR 2833 157
2024-02-09 2023-12-31 13F-HR 2834 146
2023-11-13 2023-09-30 13F-HR 2856 133
2023-08-11 2023-06-30 13F-HR 2811 131
2023-05-15 2023-03-31 13F-HR 2700 115
2023-02-14 2022-12-31 13F-HR 2785 122,632
2023-02-14 2022-12-31 13F-HR/A 1 R 2785 122,632
2022-11-14 2022-09-30 13F-HR 2743 113,502
2022-08-10 2022-06-30 13F-HR 2448 126,248
2022-05-13 2022-03-31 13F-HR 2458 150,251
2022-02-10 2021-12-31 13F-HR 2378 71,369