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Disclosery

Copia Wealth Management: IDX position timeline

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

Copia Wealth Management held 3,063 IDX 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 3,063 shares
    Change vs previous 13F -1,166 shares

    0.02% of the 13F portfolio, value $30,324.

    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 4,229 shares
    Change vs previous 13F -162 shares

    0.04% of the 13F portfolio, value $58,191.

    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 4,391 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $72,495.

    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).