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Copeland Capital Management, LLC: SXI position timeline

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

Copeland Capital Management, LLC held 2,485 SXI 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 2,485 shares
    Change vs previous 13F -163,708 shares

    0.02% of the 13F portfolio, value $678,676.

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

  2. period ended2026-06-30
    13F 166,193 shares
    Change vs previous 13F -74,599 shares

    1.22% of the 13F portfolio, value $59,442,540.

    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 240,792 shares
    Change vs previous 13F -5,051 shares

    1.36% of the 13F portfolio, value $61,368,552.

    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 245,843 shares
    Change vs previous 13F -64,544 shares

    1.19% of the 13F portfolio, value $53,417,052.

    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 310,387 shares
    Change vs previous 13F -109,777 shares

    1.37% of the 13F portfolio, value $65,771,217.

    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 420,164 shares
    Change vs previous 13F -86,044 shares

    1.35% of the 13F portfolio, value $65,747,372.

    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 506,208 shares
    Change vs previous 13F -13,807 shares

    1.64% of the 13F portfolio, value $81,697,169.

    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 520,015 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $97,237,867.

    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).