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Disclosery

Copia Wealth Management: IVV position timeline

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

Copia Wealth Management held 1,517 IVV 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 1,517 shares
    Change vs previous 13F -13 shares

    0.68% of the 13F portfolio, value $1,136,066.

    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 1,530 shares
    Change vs previous 13F -766 shares

    0.69% of the 13F portfolio, value $999,411.

    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 2,296 shares
    Change vs previous 13F -44 shares

    1.12% of the 13F portfolio, value $1,572,622.

    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 2,340 shares
    Change vs previous 13F -13 shares

    1.16% of the 13F portfolio, value $1,566,162.

    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 2,353 shares
    Change vs previous 13F +17 shares

    1.23% of the 13F portfolio, value $1,460,978.

    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 2,336 shares
    Change vs previous 13F -28 shares

    1.21% of the 13F portfolio, value $1,312,598.

    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 2,364 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,391,640.

    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).