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Disclosery

Copia Wealth Management: EWG position timeline

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

Copia Wealth Management held 1,780 EWG 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 1,780 shares
    Change vs previous 13F -47 shares

    0.04% of the 13F portfolio, value $73,639.

    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 1,827 shares
    Change vs previous 13F -2,359 shares

    0.05% of the 13F portfolio, value $72,477.

    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 4,186 shares
    Change vs previous 13F -616 shares

    0.13% of the 13F portfolio, value $177,905.

    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 4,802 shares
    Change vs previous 13F -2,695 shares

    0.15% of the 13F portfolio, value $199,811.

    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 7,497 shares
    Change vs previous 13F +2,467 shares

    0.27% of the 13F portfolio, value $317,198.

    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 5,030 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $186,512.

    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).