Skip to content
Disclosery

Copia Wealth Management: DGRO position timeline

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

Copia Wealth Management held 968 DGRO 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 968 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $73,365.

    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 968 shares
    Change vs previous 13F -10 shares

    0.05% of the 13F portfolio, value $67,934.

    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 978 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $67,893.

    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 978 shares
    Change vs previous 13F -5 shares

    0.05% of the 13F portfolio, value $66,582.

    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 983 shares
    Change vs previous 13F -792 shares

    0.05% of the 13F portfolio, value $62,853.

    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 1,775 shares
    Change vs previous 13F -390 shares

    0.1% of the 13F portfolio, value $109,660.

    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 2,165 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $132,801.

    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).