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Disclosery

Copia Wealth Management: RWJ position timeline

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

Copia Wealth Management held 12,886 RWJ 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 12,886 shares
    Change vs previous 13F -12 shares

    0.46% of the 13F portfolio, value $766,717.

    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 12,898 shares
    Change vs previous 13F -68 shares

    0.45% of the 13F portfolio, value $651,091.

    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 12,966 shares
    Change vs previous 13F +1,540 shares

    0.45% of the 13F portfolio, value $631,704.

    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 11,426 shares
    Change vs previous 13F +1,974 shares

    0.41% of the 13F portfolio, value $551,876.

    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 9,452 shares
    Change vs previous 13F +492 shares

    0.35% of the 13F portfolio, value $409,177.

    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 8,960 shares
    Change vs previous 13F +337 shares

    0.34% of the 13F portfolio, value $364,672.

    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 8,623 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $394,588.

    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).