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Disclosery

Copia Wealth Management: IWO position timeline

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

Copia Wealth Management held 2,719 IWO 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 2,719 shares
    Change vs previous 13F -92 shares

    0.64% of the 13F portfolio, value $1,071,177.

    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 2,811 shares
    Change vs previous 13F -151 shares

    0.61% of the 13F portfolio, value $882,120.

    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 2,962 shares
    Change vs previous 13F +148 shares

    0.68% of the 13F portfolio, value $956,756.

    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 2,814 shares
    Change vs previous 13F +16 shares

    0.67% of the 13F portfolio, value $900,593.

    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 2,798 shares
    Change vs previous 13F +90 shares

    0.67% of the 13F portfolio, value $799,836.

    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 2,708 shares
    Change vs previous 13F +112 shares

    0.64% of the 13F portfolio, value $691,975.

    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 2,596 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $747,181.

    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).