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Disclosery

Copia Wealth Management: NLR position timeline

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

Copia Wealth Management held 10,406 NLR 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 10,406 shares
    Change vs previous 13F +1,543 shares

    0.72% of the 13F portfolio, value $1,206,888.

    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 8,863 shares
    Change vs previous 13F -2,003 shares

    0.81% of the 13F portfolio, value $1,180,463.

    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 10,866 shares
    Change vs previous 13F -344 shares

    0.96% of the 13F portfolio, value $1,349,557.

    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 11,210 shares
    Change vs previous 13F +629 shares

    1.13% of the 13F portfolio, value $1,520,637.

    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 10,581 shares
    Change vs previous 13F +2,971 shares

    0.99% of the 13F portfolio, value $1,176,396.

    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 7,610 shares
    Change vs previous 13F +531 shares

    0.52% of the 13F portfolio, value $557,585.

    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 7,079 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $575,806.

    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).