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Disclosery

Copia Wealth Management: STIP position timeline

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

Copia Wealth Management held 45,340 STIP 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 45,340 shares
    Change vs previous 13F +5,632 shares

    2.78% of the 13F portfolio, value $4,631,934.

    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 39,708 shares
    Change vs previous 13F +3,216 shares

    2.82% of the 13F portfolio, value $4,106,998.

    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 36,492 shares
    Change vs previous 13F +1,016 shares

    2.67% of the 13F portfolio, value $3,736,416.

    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 35,476 shares
    Change vs previous 13F +821 shares

    2.73% of the 13F portfolio, value $3,666,799.

    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 34,655 shares
    Change vs previous 13F +2,913 shares

    3.01% of the 13F portfolio, value $3,566,346.

    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 31,742 shares
    Change vs previous 13F +1,180 shares

    3.04% of the 13F portfolio, value $3,284,345.

    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 30,562 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $3,074,537.

    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).