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Disclosery

Copia Wealth Management: CLOZ position timeline

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

Copia Wealth Management held 187,206 CLOZ 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 187,206 shares
    Change vs previous 13F +25,499 shares

    2.97% of the 13F portfolio, value $4,945,983.

    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 161,707 shares
    Change vs previous 13F +50,280 shares

    2.85% of the 13F portfolio, value $4,147,785.

    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 111,427 shares
    Change vs previous 13F +39,378 shares

    2.11% of the 13F portfolio, value $2,950,587.

    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 72,049 shares
    Change vs previous 13F +42,908 shares

    1.44% of the 13F portfolio, value $1,932,354.

    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 29,141 shares
    Change vs previous 13F -168 shares

    0.66% of the 13F portfolio, value $779,230.

    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 29,309 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $778,740.

    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).