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Copia Wealth Management: CLOX position timeline

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

Copia Wealth Management held 295,383 CLOX 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 295,383 shares
    Change vs previous 13F +35,569 shares

    4.54% of the 13F portfolio, value $7,566,236.

    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 259,814 shares
    Change vs previous 13F +76,205 shares

    4.57% of the 13F portfolio, value $6,643,444.

    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 183,609 shares
    Change vs previous 13F +60,696 shares

    3.35% of the 13F portfolio, value $4,683,866.

    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 122,913 shares
    Change vs previous 13F +52,434 shares

    2.34% of the 13F portfolio, value $3,142,885.

    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 70,479 shares
    Change vs previous 13F +44,537 shares

    1.52% of the 13F portfolio, value $1,804,262.

    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 25,942 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $661,780.

    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).