Skip to content
Disclosery

Copia Wealth Management: SLYG position timeline

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

Copia Wealth Management held 30,213 SLYG 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 30,213 shares
    Change vs previous 13F +1,163 shares

    2.16% of the 13F portfolio, value $3,599,275.

    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 29,050 shares
    Change vs previous 13F +3,528 shares

    1.93% of the 13F portfolio, value $2,806,811.

    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 25,522 shares
    Change vs previous 13F +1,058 shares

    1.72% of the 13F portfolio, value $2,403,917.

    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 24,464 shares
    Change vs previous 13F +1,741 shares

    1.71% of the 13F portfolio, value $2,307,200.

    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 22,723 shares
    Change vs previous 13F +1,792 shares

    1.7% of the 13F portfolio, value $2,016,666.

    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 20,931 shares
    Change vs previous 13F +1,196 shares

    1.61% of the 13F portfolio, value $1,737,273.

    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 19,735 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $1,783,057.

    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).