Covestor Ltd
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 190,953
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 2,844 | 190,953 | 13F-HR | Covestor Ltd |
| Q3 2025 | 10/30/2025 | 2,849 | 181,494 | 13F-HR | Covestor Ltd |
| Q2 2025 | 8/11/2025 | 2,829 | 169,526 | 13F-HR | Covestor Ltd |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3
(0.0% of total reported value)
· QoQ Δ:
-2
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 170.8 K | 89.4% | 7.905 K | 0 | 7.905 K |
| ETFs | 20.19 K | 10.6% | 1.556 K | 0 | 1.556 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
190,953
Holdings
2844
QoQ value change ($000)
9,459
(5.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.