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Disclosery

Copia Wealth Management: PPH position timeline

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

Copia Wealth Management held 3,196 PPH 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 3,196 shares
    Change vs previous 13F -214 shares

    0.21% of the 13F portfolio, value $349,483.

    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 3,410 shares
    Change vs previous 13F -1,123 shares

    0.24% of the 13F portfolio, value $354,231.

    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 4,533 shares
    Change vs previous 13F -805 shares

    0.33% of the 13F portfolio, value $467,670.

    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 5,338 shares
    Change vs previous 13F -91 shares

    0.36% of the 13F portfolio, value $482,342.

    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 5,429 shares
    Change vs previous 13F -733 shares

    0.4% of the 13F portfolio, value $477,535.

    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 6,162 shares
    Change vs previous 13F -457 shares

    0.52% of the 13F portfolio, value $561,543.

    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 6,619 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $571,087.

    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).