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Disclosery

Copia Wealth Management: COWG position timeline

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

Copia Wealth Management held 19,613 COWG 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 19,613 shares
    Change vs previous 13F -1,545 shares

    0.47% of the 13F portfolio, value $787,391.

    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 21,158 shares
    Change vs previous 13F -21,428 shares

    0.49% of the 13F portfolio, value $713,848.

    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 42,586 shares
    Change vs previous 13F +1,198 shares

    1.07% of the 13F portfolio, value $1,499,453.

    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 41,388 shares
    Change vs previous 13F +5,626 shares

    1.12% of the 13F portfolio, value $1,502,384.

    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 35,762 shares
    Change vs previous 13F +8,823 shares

    1.06% of the 13F portfolio, value $1,255,604.

    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 26,939 shares
    Change vs previous 13F +11,401 shares

    0.77% of the 13F portfolio, value $829,452.

    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 15,538 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $497,838.

    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).