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Disclosery

Copia Wealth Management: IWP position timeline

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

Copia Wealth Management held 451 IWP 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 451 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $66,031.

    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 451 shares
    Change vs previous 13F -518 shares

    0.04% of the 13F portfolio, value $57,782.

    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 969 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $132,695.

    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 969 shares
    Change vs previous 13F -19 shares

    0.1% of the 13F portfolio, value $137,995.

    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 988 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $137,016.

    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 988 shares
    Change vs previous 13F -1 shares

    0.11% of the 13F portfolio, value $116,080.

    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 989 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $125,356.

    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).