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Disclosery

Copia Wealth Management: INDA position timeline

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

Copia Wealth Management held 14,910 INDA 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 14,910 shares
    Change vs previous 13F -1,043 shares

    0.44% of the 13F portfolio, value $736,405.

    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 15,953 shares
    Change vs previous 13F -2,173 shares

    0.51% of the 13F portfolio, value $747,239.

    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 18,126 shares
    Change vs previous 13F -1,577 shares

    0.7% of the 13F portfolio, value $979,710.

    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 19,703 shares
    Change vs previous 13F -2,042 shares

    0.76% of the 13F portfolio, value $1,025,738.

    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 21,745 shares
    Change vs previous 13F +1,966 shares

    1.02% of the 13F portfolio, value $1,210,762.

    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 19,779 shares
    Change vs previous 13F -2,673 shares

    0.94% of the 13F portfolio, value $1,018,223.

    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 22,452 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,181,873.

    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).