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Disclosery

Copia Wealth Management: ALLY position timeline

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

Copia Wealth Management held 82 ALLY 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 82 shares
    Change vs previous 13F -119 shares

    <0.01% of the 13F portfolio, value $3,768.

    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 201 shares
    Change vs previous 13F -601 shares

    0.01% of the 13F portfolio, value $7,885.

    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 802 shares
    Change vs previous 13F -9 shares

    0.03% of the 13F portfolio, value $36,323.

    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 811 shares
    Change vs previous 13F +64 shares

    0.02% of the 13F portfolio, value $31,791.

    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 747 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $29,096.

    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 735 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $26,805.

    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).