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Disclosery

Copia Wealth Management: GBTC position timeline

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

Copia Wealth Management held 14,531 GBTC 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 14,531 shares
    Change vs previous 13F +715 shares

    0.4% of the 13F portfolio, value $661,451.

    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 13,816 shares
    Change vs previous 13F -1,476 shares

    0.5% of the 13F portfolio, value $728,932.

    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 15,292 shares
    Change vs previous 13F -422 shares

    0.75% of the 13F portfolio, value $1,045,361.

    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 15,714 shares
    Change vs previous 13F +25 shares

    1.05% of the 13F portfolio, value $1,410,646.

    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 15,689 shares
    Change vs previous 13F -159 shares

    1.12% of the 13F portfolio, value $1,330,898.

    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 15,848 shares
    Change vs previous 13F -725 shares

    0.96% of the 13F portfolio, value $1,032,814.

    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 16,573 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,226,733.

    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).