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Covestor Ltd

Position in PWP — Perella Weinberg Partners

CIK 1909846 LONDON, X0

Position in PWP

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$319
+$211 QoQ
Shares Held
20
+233.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 163 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PWP Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Covestor Ltd holds $9,409,584 across 33 Capital Markets names. PWP ranks #32 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PWP

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $319 20
2026-03-31 $108 6
2025-12-31 $103 6
2025-09-30 $127 6
2025-06-30 $116 6
2025-03-31 $110 6
2024-12-31 $143 6
2024-09-30 $115 6
2024-06-30 $97 6
2023-03-31 $18 2
2022-12-31 $49 5
2022-09-30 $31 5