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Disclosery

Copia Wealth Management: EFA position timeline

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

Copia Wealth Management held 28,090 EFA 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 28,090 shares
    Change vs previous 13F -354 shares

    1.75% of the 13F portfolio, value $2,917,989.

    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 28,444 shares
    Change vs previous 13F -6,495 shares

    1.9% of the 13F portfolio, value $2,762,766.

    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 34,939 shares
    Change vs previous 13F -1,008 shares

    2.4% of the 13F portfolio, value $3,355,192.

    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 35,947 shares
    Change vs previous 13F +1,948 shares

    2.49% of the 13F portfolio, value $3,356,371.

    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 33,999 shares
    Change vs previous 13F +1,042 shares

    2.56% of the 13F portfolio, value $3,039,171.

    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 32,957 shares
    Change vs previous 13F +742 shares

    2.49% of the 13F portfolio, value $2,693,576.

    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 32,215 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $2,435,776.

    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).