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Copia Wealth Management: IBIT position timeline

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

Copia Wealth Management held 33,008 IBIT 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 33,008 shares
    Change vs previous 13F +1,949 shares

    0.66% of the 13F portfolio, value $1,098,836.

    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 31,059 shares
    Change vs previous 13F +165 shares

    0.82% of the 13F portfolio, value $1,193,287.

    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 30,894 shares
    Change vs previous 13F -1,227 shares

    1.1% of the 13F portfolio, value $1,533,887.

    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 32,121 shares
    Change vs previous 13F +3,908 shares

    1.55% of the 13F portfolio, value $2,087,865.

    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 28,213 shares
    Change vs previous 13F +2,749 shares

    1.46% of the 13F portfolio, value $1,726,918.

    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 25,464 shares
    Change vs previous 13F +1,636 shares

    1.1% of the 13F portfolio, value $1,191,970.

    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 23,828 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,264,075.

    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).