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Disclosery

Copia Wealth Management: IGM position timeline

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

Copia Wealth Management held 16,465 IGM 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 16,465 shares
    Change vs previous 13F +1,016 shares

    1.62% of the 13F portfolio, value $2,693,345.

    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 15,449 shares
    Change vs previous 13F +2,658 shares

    1.26% of the 13F portfolio, value $1,830,861.

    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 12,791 shares
    Change vs previous 13F +707 shares

    1.18% of the 13F portfolio, value $1,652,086.

    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 12,084 shares
    Change vs previous 13F +1,032 shares

    1.13% of the 13F portfolio, value $1,521,980.

    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 11,052 shares
    Change vs previous 13F -1,082 shares

    1.05% of the 13F portfolio, value $1,241,582.

    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 12,134 shares
    Change vs previous 13F +424 shares

    1.02% of the 13F portfolio, value $1,100,190.

    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 11,710 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,195,474.

    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).