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Disclosery

Copia Wealth Management: COWZ position timeline

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

Copia Wealth Management held 43,112 COWZ 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 43,112 shares
    Change vs previous 13F -1,757 shares

    1.61% of the 13F portfolio, value $2,681,566.

    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 44,869 shares
    Change vs previous 13F -22,626 shares

    1.93% of the 13F portfolio, value $2,807,005.

    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 67,495 shares
    Change vs previous 13F -5,312 shares

    2.9% of the 13F portfolio, value $4,061,174.

    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 72,807 shares
    Change vs previous 13F +1,424 shares

    3.11% of the 13F portfolio, value $4,184,218.

    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 71,383 shares
    Change vs previous 13F -1,435 shares

    3.32% of the 13F portfolio, value $3,933,203.

    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 72,818 shares
    Change vs previous 13F -755 shares

    3.69% of the 13F portfolio, value $3,987,514.

    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 73,573 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $4,155,403.

    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).