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Copia Wealth Management: NOW position timeline

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

Copia Wealth Management held 70 NOW 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 70 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,950.

    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 70 shares
    Change vs previous 13F -80 shares

    0.01% of the 13F portfolio, value $7,319.

    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 150 shares
    Change vs previous 13F +127 shares

    0.02% of the 13F portfolio, value $22,979.

    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 23 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $21,166.

    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 23 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $23,646.

    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 6 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,777.

    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 6 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,361.

    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).