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Disclosery

Copia Wealth Management: CALF position timeline

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

Copia Wealth Management held 35,125 CALF 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 35,125 shares
    Change vs previous 13F -2,735 shares

    1.07% of the 13F portfolio, value $1,777,676.

    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 37,860 shares
    Change vs previous 13F -14,111 shares

    1.17% of the 13F portfolio, value $1,698,778.

    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 51,971 shares
    Change vs previous 13F -5,180 shares

    1.65% of the 13F portfolio, value $2,305,953.

    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 57,151 shares
    Change vs previous 13F -1,658 shares

    1.86% of the 13F portfolio, value $2,502,071.

    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 58,809 shares
    Change vs previous 13F -4,461 shares

    1.98% of the 13F portfolio, value $2,341,481.

    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 63,270 shares
    Change vs previous 13F -54 shares

    2.19% of the 13F portfolio, value $2,372,625.

    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 63,324 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $2,786,889.

    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).