Skip to content
Disclosery

Copia Wealth Management: SHYG position timeline

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

Copia Wealth Management held 10,832 SHYG 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 10,832 shares
    Change vs previous 13F -51 shares

    0.28% of the 13F portfolio, value $459,385.

    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 10,883 shares
    Change vs previous 13F +466 shares

    0.32% of the 13F portfolio, value $460,460.

    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 10,417 shares
    Change vs previous 13F -255 shares

    0.32% of the 13F portfolio, value $446,577.

    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 10,672 shares
    Change vs previous 13F +4,099 shares

    0.34% of the 13F portfolio, value $462,098.

    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 6,573 shares
    Change vs previous 13F +1,682 shares

    0.24% of the 13F portfolio, value $283,559.

    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 4,891 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $207,965.

    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).