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Disclosery

Copia Wealth Management: HYG position timeline

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

Copia Wealth Management held 8,143 HYG 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 8,143 shares
    Change vs previous 13F -372 shares

    0.39% of the 13F portfolio, value $651,196.

    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 8,515 shares
    Change vs previous 13F -1,245 shares

    0.47% of the 13F portfolio, value $677,453.

    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 9,760 shares
    Change vs previous 13F +18 shares

    0.56% of the 13F portfolio, value $786,949.

    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 9,742 shares
    Change vs previous 13F +31 shares

    0.59% of the 13F portfolio, value $790,953.

    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 9,711 shares
    Change vs previous 13F -7,320 shares

    0.66% of the 13F portfolio, value $783,192.

    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 17,031 shares
    Change vs previous 13F +8,885 shares

    1.24% of the 13F portfolio, value $1,343,576.

    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 8,146 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $640,683.

    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).