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Disclosery

Copia Wealth Management: ETHA position timeline

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

Copia Wealth Management held 16,380 ETHA 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 16,380 shares
    Change vs previous 13F +3,581 shares

    0.12% of the 13F portfolio, value $194,758.

    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 12,799 shares
    Change vs previous 13F +1,712 shares

    0.14% of the 13F portfolio, value $202,608.

    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 11,087 shares
    Change vs previous 13F +2,440 shares

    0.18% of the 13F portfolio, value $248,681.

    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 8,647 shares
    Change vs previous 13F +3,215 shares

    0.2% of the 13F portfolio, value $272,467.

    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 5,432 shares
    Change vs previous 13F +1,777 shares

    0.09% of the 13F portfolio, value $103,588.

    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 3,655 shares
    Change vs previous 13F +2,036 shares

    0.05% of the 13F portfolio, value $50,512.

    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 1,619 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $40,945.

    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).