Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
COVESTOR LTD 08-09-2024 06-30-2024 2934 154,580,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
UTAH MEDICAL PRODUCTS INC COMMON 3701 $2,000 28 0.00 0.00 20 250.00 06-30-2024
UNIVERSAL LOGISTICS HOLDINGS COMMON 3702 $2,000 37 0.00 0.00 3 8.82 06-30-2024
UNITED STATES LIME & MINERAL COMMON 3703 $2,000 6 0.00 0.00 3 100.00 06-30-2024
TIMBERLAND BANCORP INC COMMON 3704 $2,000 66 0.00 0.00 17 34.69 06-30-2024
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