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Disclosery

Copia Wealth Management: BUXX position timeline

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

Copia Wealth Management held 517,622 BUXX 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 517,622 shares
    Change vs previous 13F +42,054 shares

    6.29% of the 13F portfolio, value $10,476,669.

    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 475,568 shares
    Change vs previous 13F +76,897 shares

    6.62% of the 13F portfolio, value $9,627,875.

    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 398,671 shares
    Change vs previous 13F +41,660 shares

    5.77% of the 13F portfolio, value $8,069,101.

    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 357,011 shares
    Change vs previous 13F +27,905 shares

    5.38% of the 13F portfolio, value $7,240,183.

    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 329,106 shares
    Change vs previous 13F +65,571 shares

    5.64% of the 13F portfolio, value $6,687,434.

    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 263,535 shares
    Change vs previous 13F +30,726 shares

    4.95% of the 13F portfolio, value $5,352,396.

    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 232,809 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $4,721,367.

    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).