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Disclosery

Copia Wealth Management: GOOGL position timeline

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

Copia Wealth Management held 2,003 GOOGL 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 2,003 shares
    Change vs previous 13F +149 shares

    0.43% of the 13F portfolio, value $715,816.

    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 1,854 shares
    Change vs previous 13F +477 shares

    0.37% of the 13F portfolio, value $533,139.

    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 1,377 shares
    Change vs previous 13F +177 shares

    0.31% of the 13F portfolio, value $431,001.

    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 1,200 shares
    Change vs previous 13F +552 shares

    0.22% of the 13F portfolio, value $291,720.

    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 648 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $114,197.

    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 646 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $99,897.

    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 645 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $122,099.

    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).