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Disclosery

Copia Wealth Management: SPYM position timeline

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

Copia Wealth Management held 63,616 SPYM 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 63,616 shares
    Change vs previous 13F -2,026 shares

    3.36% of the 13F portfolio, value $5,590,574.

    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 65,642 shares
    Change vs previous 13F -18,114 shares

    3.45% of the 13F portfolio, value $5,024,239.

    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 83,756 shares
    Change vs previous 13F -1,396 shares

    4.8% of the 13F portfolio, value $6,718,906.

    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 85,152 shares
    Change vs previous 13F +1,767 shares

    4.96% of the 13F portfolio, value $6,670,808.

    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 83,385 shares
    Change vs previous 13F +1,945 shares

    5.11% of the 13F portfolio, value $6,061,256.

    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 81,440 shares
    Change vs previous 13F +1,967 shares

    4.95% of the 13F portfolio, value $5,355,494.

    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 79,473 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $5,478,869.

    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).