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Disclosery

Concentrum Wealth Management: COPX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concentrum Wealth Management on COPX, newest first. How the timeline and the estimate are built.

Concentrum Wealth Management held 6,607 COPX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,607 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $508,541.

    13F-HR 0001765380-26-000302 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,607 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $504,444.

    13F-HR 0001765380-26-000137 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,607 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $474,317.

    13F-HR 0001765387-26-000001 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,607 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $395,165.

    13F-HR 0001765387-25-000003 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,607 shares
    Change vs previous 13F -1,200 shares

    0.09% of the 13F portfolio, value $297,315.

    13F-HR 0001765380-25-000328 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,807 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $305,019.

    13F-HR 0001765380-25-000189 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,807 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $298,071.

    13F-HR 0001765380-25-000094 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,807 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $369,037.

    13F-HR 0001765380-24-000451 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).