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Disclosery

Copia Wealth Management: TFLO position timeline

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

Copia Wealth Management held 4,809 TFLO 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 4,809 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $243,480.

    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 4,809 shares
    Change vs previous 13F -3,200 shares

    0.17% of the 13F portfolio, value $243,480.

    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 8,009 shares
    Change vs previous 13F -1,102 shares

    0.29% of the 13F portfolio, value $404,134.

    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 9,111 shares
    Change vs previous 13F -421 shares

    0.34% of the 13F portfolio, value $460,925.

    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 9,532 shares
    Change vs previous 13F +92 shares

    0.41% of the 13F portfolio, value $482,796.

    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 9,440 shares
    Change vs previous 13F -1,603 shares

    0.44% of the 13F portfolio, value $478,230.

    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 11,043 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $557,340.

    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).