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Disclosery

Copia Wealth Management: DXJ position timeline

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

Copia Wealth Management held 17,623 DXJ 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 17,623 shares
    Change vs previous 13F +1,342 shares

    1.84% of the 13F portfolio, value $3,057,943.

    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 16,281 shares
    Change vs previous 13F +6,722 shares

    1.77% of the 13F portfolio, value $2,581,841.

    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 9,559 shares
    Change vs previous 13F +1,776 shares

    0.98% of the 13F portfolio, value $1,378,025.

    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 7,783 shares
    Change vs previous 13F -219 shares

    0.74% of the 13F portfolio, value $996,457.

    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 8,002 shares
    Change vs previous 13F -37 shares

    0.77% of the 13F portfolio, value $914,389.

    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 8,039 shares
    Change vs previous 13F -486 shares

    0.82% of the 13F portfolio, value $885,737.

    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 8,525 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $940,222.

    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).