Skip to content
Disclosery

Copia Wealth Management: ETHE position timeline

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

Copia Wealth Management held 3,041 ETHE 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 3,041 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $38,803.

    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 3,054 shares
    Change vs previous 13F -1,097 shares

    0.04% of the 13F portfolio, value $52,132.

    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 4,151 shares
    Change vs previous 13F -862 shares

    0.07% of the 13F portfolio, value $101,160.

    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 5,013 shares
    Change vs previous 13F +195 shares

    0.13% of the 13F portfolio, value $171,796.

    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 4,818 shares
    Change vs previous 13F -32 shares

    0.08% of the 13F portfolio, value $100,503.

    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 4,850 shares
    Change vs previous 13F -1,268 shares

    0.07% of the 13F portfolio, value $73,817.

    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 6,118 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $171,426.

    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).