Covestor Ltd SATS ECHOSTAR CORP

Ownership history in Covestor Ltd  ·  18 quarters on record

AI Ownership Summary

Covestor Ltd reported ECHOSTAR CORP (SATS) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.72% in 2025 Q4. The latest visible filing shows SATS at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SATS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Covestor Ltd's position in ECHOSTAR CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SATS was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Covestor Ltd held SATS — position size vs. price
% of Fund (quarterly)    SATS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,826 -5,857 -46.2% 0.55% $799 2026-05-05 $117.34
2025 Q4 REDUCED 9.1% +7.7% 12,683 -1,274 -9.1% 0.72% $1.4M 2026-02-06 $111.61
2025 Q3 ADDED 13,957 +7,126 +104.3% 0.59% $1.1M 2025-10-30 $73.16
2025 Q2 ADDED 6,831 +4,812 +238.3% 0.11% $189K 2025-08-11 $27.48
2025 Q1 REDUCED 57.9% +8.3% 2,019 -2,777 -57.9% 0.03% $52K 2025-05-12 $20.18
2024 Q4 ADDED 4,796 +3,137 +189.1% 0.07% $110K 2025-02-13 $28.96
2024 Q3 REDUCED 80.4% -7.3% 1,659 -6,810 -80.4% 0.03% $41K 2024-11-01 $24.68
2024 Q2 ADDED 8,469 +1 +0.0% 0.10% $151K 2024-08-09 $16.76
2024 Q1 ADDED 8,468 +1,951 +29.9% 0.08% $121K 2024-05-10 $15.31
2023 Q4 ADDED 6,517 +472 +7.8% 0.07% $108K 2024-02-09 $13.52
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Covestor Ltd and SATS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Covestor Ltd reported owning SATS?

Covestor Ltd reported SATS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SATS position in Covestor Ltd's portfolio?

The largest reported portfolio weight for SATS was 0.72% in 2025 Q4.

What is the latest reported SATS position on this page?

The most recent filing on this page is 2026 Q1, when Covestor Ltd reported 6,826 shares, equal to 0.55% of portfolio, with an estimated market value of $799.

What does the chart on this SATS ownership page compare?

The chart compares Covestor Ltd's quarterly SATS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Covestor Ltd time their SATS position?

Based on 13F filing dates vs. subsequent SATS price moves, Covestor Ltd correctly timed 6 out of 17 reported position changes (35%). The annualised alpha on SATS relative to SPY over the holding period was +27.0%.

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