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Disclosery

Copia Wealth Management: IFRA position timeline

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

Copia Wealth Management held 16,181 IFRA 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 16,181 shares
    Change vs previous 13F -19 shares

    0.61% of the 13F portfolio, value $1,020,050.

    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 16,200 shares
    Change vs previous 13F -8,678 shares

    0.64% of the 13F portfolio, value $926,640.

    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 24,878 shares
    Change vs previous 13F -2,223 shares

    0.94% of the 13F portfolio, value $1,309,080.

    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 27,101 shares
    Change vs previous 13F -146 shares

    1.06% of the 13F portfolio, value $1,431,475.

    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 27,247 shares
    Change vs previous 13F +1,393 shares

    1.13% of the 13F portfolio, value $1,340,280.

    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 25,854 shares
    Change vs previous 13F +1,527 shares

    1.08% of the 13F portfolio, value $1,165,240.

    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 24,327 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,126,097.

    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).