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Disclosery

Copia Wealth Management: ARKW position timeline

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

Copia Wealth Management held 10,118 ARKW 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 10,118 shares
    Change vs previous 13F -521 shares

    0.88% of the 13F portfolio, value $1,465,693.

    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 10,639 shares
    Change vs previous 13F -2,393 shares

    0.88% of the 13F portfolio, value $1,283,170.

    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 13,032 shares
    Change vs previous 13F -404 shares

    1.38% of the 13F portfolio, value $1,925,217.

    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 13,436 shares
    Change vs previous 13F +262 shares

    1.74% of the 13F portfolio, value $2,346,060.

    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 13,174 shares
    Change vs previous 13F -61 shares

    1.64% of the 13F portfolio, value $1,944,746.

    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 13,235 shares
    Change vs previous 13F +310 shares

    1.16% of the 13F portfolio, value $1,252,957.

    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 12,925 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,395,642.

    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).