| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TESLA MTRS INC | 8 | Q3 2023 | 3.4% |
| APPLE INC | 8 | Q3 2023 | 1.6% |
| MICROSOFT CORP | 8 | Q3 2023 | 1.4% |
| VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT | 8 | Q3 2023 | 1.0% |
| ST JOE CO/THE | 8 | Q3 2023 | 1.0% |
| VANGUARD TOTAL STOCK MKT ETF | 8 | Q3 2023 | 1.0% |
| AMZN 16JUN23 100.0 C | 8 | Q3 2023 | 1.2% |
| ALPHABET INC-CL A | 8 | Q3 2023 | 1.0% |
| SPDR SER TR SPDR | 8 | Q3 2023 | 2.3% |
| DXC TECHNOLOGY CO | 8 | Q3 2023 | 0.7% |
View Covestor Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR/A | 2023-02-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-10 |
View Covestor Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.