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Disclosery

Copia Wealth Management: FTGC position timeline

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

Copia Wealth Management held 74,881 FTGC 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 74,881 shares
    Change vs previous 13F +22,127 shares

    1.22% of the 13F portfolio, value $2,025,531.

    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 52,754 shares
    Change vs previous 13F +27,353 shares

    1.04% of the 13F portfolio, value $1,514,567.

    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 25,401 shares
    Change vs previous 13F +3,591 shares

    0.42% of the 13F portfolio, value $590,065.

    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 21,810 shares
    Change vs previous 13F +7,387 shares

    0.42% of the 13F portfolio, value $564,879.

    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 14,423 shares
    Change vs previous 13F +3,738 shares

    0.3% of the 13F portfolio, value $355,815.

    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 10,685 shares
    Change vs previous 13F +883 shares

    0.25% of the 13F portfolio, value $272,681.

    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 9,802 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $234,562.

    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).