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Disclosery

Copia Wealth Management: PCT position timeline

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

Copia Wealth Management held 94,184 PCT 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 94,184 shares
    Change vs previous 13F +5,983 shares

    0.46% of the 13F portfolio, value $763,832.

    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 88,201 shares
    Change vs previous 13F +18,021 shares

    0.31% of the 13F portfolio, value $457,763.

    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 70,180 shares
    Change vs previous 13F +6,163 shares

    0.43% of the 13F portfolio, value $602,846.

    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 64,017 shares
    Change vs previous 13F +4,763 shares

    0.63% of the 13F portfolio, value $841,824.

    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 59,254 shares
    Change vs previous 13F +3,190 shares

    0.68% of the 13F portfolio, value $811,780.

    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 56,064 shares
    Change vs previous 13F +5,898 shares

    0.36% of the 13F portfolio, value $387,963.

    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 50,166 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $514,202.

    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).