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Disclosery

Copia Wealth Management: INFL position timeline

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

Copia Wealth Management held 11,713 INFL 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 11,713 shares
    Change vs previous 13F +340 shares

    0.35% of the 13F portfolio, value $584,244.

    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 11,373 shares
    Change vs previous 13F -4,430 shares

    0.41% of the 13F portfolio, value $592,078.

    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 15,803 shares
    Change vs previous 13F +217 shares

    0.5% of the 13F portfolio, value $702,601.

    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 15,586 shares
    Change vs previous 13F +3,117 shares

    0.52% of the 13F portfolio, value $696,616.

    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 12,469 shares
    Change vs previous 13F +4,441 shares

    0.44% of the 13F portfolio, value $525,818.

    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 8,028 shares
    Change vs previous 13F +3,405 shares

    0.3% of the 13F portfolio, value $326,338.

    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 4,623 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $176,044.

    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).