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Copeland Capital Management, LLC: AGM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copeland Capital Management, LLC on AGM, newest first. How the timeline and the estimate are built.

Copeland Capital Management, LLC held 196,355 AGM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 196,355 shares
    Change vs previous 13F -33,458 shares

    0.94% of the 13F portfolio, value $40,629,915.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 229,813 shares
    Change vs previous 13F -6,770 shares

    0.94% of the 13F portfolio, value $45,794,906.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 236,583 shares
    Change vs previous 13F -4,322 shares

    0.78% of the 13F portfolio, value $35,097,119.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 240,905 shares
    Change vs previous 13F -13,312 shares

    0.94% of the 13F portfolio, value $42,295,809.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 254,217 shares
    Change vs previous 13F -14,458 shares

    0.89% of the 13F portfolio, value $42,703,664.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 268,675 shares
    Change vs previous 13F -20,092 shares

    1.07% of the 13F portfolio, value $52,198,240.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 288,767 shares
    Change vs previous 13F -9,043 shares

    1.08% of the 13F portfolio, value $54,146,750.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 297,810 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $58,653,699.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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