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Disclosery

Copia Wealth Management: HGRO position timeline

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

Copia Wealth Management held 33,317 HGRO 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 33,317 shares
    Change vs previous 13F +5,137 shares

    0.63% of the 13F portfolio, value $1,044,491.

    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 28,180 shares
    Change vs previous 13F +22,869 shares

    0.54% of the 13F portfolio, value $786,222.

    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 5,311 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $150,753.

    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).