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Disclosery

Copia Wealth Management: AAPL position timeline

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

Copia Wealth Management held 5,730 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,730 shares
    Change vs previous 13F -59 shares

    1% of the 13F portfolio, value $1,658,062.

    13F-HR 0002058771-26-000005 filed by Copia 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 5,789 shares
    Change vs previous 13F -547 shares

    1.01% of the 13F portfolio, value $1,469,210.

    13F-HR 0002058771-26-000002 filed by Copia 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 6,336 shares
    Change vs previous 13F +191 shares

    1.23% of the 13F portfolio, value $1,722,518.

    13F-HR 0002058771-26-000001 filed by Copia 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 6,145 shares
    Change vs previous 13F +629 shares

    1.16% of the 13F portfolio, value $1,564,707.

    13F-HR 0002058771-25-000005 filed by Copia 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 5,516 shares
    Change vs previous 13F +133 shares

    0.95% of the 13F portfolio, value $1,131,716.

    13F-HR 0002058771-25-000004 filed by Copia 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 5,383 shares
    Change vs previous 13F -38 shares

    1.11% of the 13F portfolio, value $1,195,716.

    13F-HR 0002058771-25-000003 filed by Copia 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 5,421 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,357,509.

    13F-HR 0002058771-25-000001 filed by Copia Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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