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Copia Wealth Management: ITOT position timeline

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

Copia Wealth Management held 450 ITOT 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 450 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $73,922.

    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 450 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $64,094.

    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 450 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $66,911.

    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 450 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $65,543.

    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 450 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $60,768.

    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 450 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $54,905.

    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 450 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $57,879.

    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).