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Disclosery

Copia Wealth Management: SPYV position timeline

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

Copia Wealth Management held 51,681 SPYV 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 51,681 shares
    Change vs previous 13F -1,523 shares

    1.89% of the 13F portfolio, value $3,141,688.

    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 53,204 shares
    Change vs previous 13F -17,367 shares

    2.07% of the 13F portfolio, value $3,010,282.

    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 70,571 shares
    Change vs previous 13F -3,577 shares

    2.86% of the 13F portfolio, value $4,009,139.

    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 74,148 shares
    Change vs previous 13F +363 shares

    3.05% of the 13F portfolio, value $4,102,609.

    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 73,785 shares
    Change vs previous 13F -90 shares

    3.26% of the 13F portfolio, value $3,861,907.

    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 73,875 shares
    Change vs previous 13F +961 shares

    3.49% of the 13F portfolio, value $3,772,796.

    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 72,914 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $3,728,822.

    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).