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Disclosery

Copia Wealth Management: TBIL position timeline

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

Copia Wealth Management held 72,224 TBIL 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 72,224 shares
    Change vs previous 13F -6,485 shares

    2.16% of the 13F portfolio, value $3,601,089.

    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 78,709 shares
    Change vs previous 13F -26,914 shares

    2.7% of the 13F portfolio, value $3,924,431.

    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 105,623 shares
    Change vs previous 13F -11,937 shares

    3.76% of the 13F portfolio, value $5,268,475.

    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 117,560 shares
    Change vs previous 13F -6,624 shares

    4.37% of the 13F portfolio, value $5,878,000.

    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 124,184 shares
    Change vs previous 13F +319 shares

    5.24% of the 13F portfolio, value $6,208,580.

    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 123,865 shares
    Change vs previous 13F -4,403 shares

    5.73% of the 13F portfolio, value $6,194,489.

    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 128,268 shares
    Change vs previous 13F not available

    6.09% of the 13F portfolio, value $6,395,442.

    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).