Position in FIP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$737
-$10,298 QoQ
Shares Held
159
-92.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#164
of 173 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in FIP Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Covestor Ltd holds $957,052 across 14 Conglomerates names. FIP ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRC |
Tejon Ranch Co
|
21,399 | $400,161 | |
| 2 | BOC |
BOSTON OMAHA Corp
|
12,541 | $171,059 | |
| 3 | OTTR |
Otter Tail Corp
|
1,032 | $92,859 | |
| 4 | SEB |
Seaboard Corp /De/
|
19 | $84,822 | |
| 5 | TTI |
Tetra Technologies Inc
|
5,704 | $64,626 | |
| 6 | GHC |
Graham Holdings Co
|
55 | $62,778 | |
| 7 | VMI |
Valmont Industries Inc
|
45 | $25,992 | |
| 8 | MMM |
3M Co
|
108 | $17,486 |
All Filings in FIP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737 | 159 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,035 | 2,234 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,298 | 2,234 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,739 | 2,234 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $641 | 104 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $412 | 91 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1 | 91 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1 | 77 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1 | 67 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $420 | 67 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $260 | 67 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $177 | 55 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $202 | 55 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||