Skip to content
Disclosery

Copia Wealth Management: META position timeline

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

Copia Wealth Management held 329 META 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 329 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $185,327.

    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 329 shares
    Change vs previous 13F -52 shares

    0.13% of the 13F portfolio, value $188,236.

    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 381 shares
    Change vs previous 13F +10 shares

    0.18% of the 13F portfolio, value $251,494.

    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 371 shares
    Change vs previous 13F +187 shares

    0.2% of the 13F portfolio, value $272,455.

    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 184 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $135,809.

    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 184 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $106,050.

    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 184 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $107,734.

    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).