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Disclosery

Copia Wealth Management: EFG position timeline

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

Copia Wealth Management held 7,051 EFG 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 7,051 shares
    Change vs previous 13F -21 shares

    0.53% of the 13F portfolio, value $877,285.

    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 7,072 shares
    Change vs previous 13F -337 shares

    0.54% of the 13F portfolio, value $787,609.

    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 7,409 shares
    Change vs previous 13F +41 shares

    0.6% of the 13F portfolio, value $844,033.

    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 7,368 shares
    Change vs previous 13F -11 shares

    0.62% of the 13F portfolio, value $839,068.

    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 7,379 shares
    Change vs previous 13F +97 shares

    0.7% of the 13F portfolio, value $826,448.

    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 7,282 shares
    Change vs previous 13F -372 shares

    0.67% of the 13F portfolio, value $728,200.

    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 7,654 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $741,137.

    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).