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Disclosery

Copia Wealth Management: TIP position timeline

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

Copia Wealth Management held 2,030 TIP 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 2,030 shares
    Change vs previous 13F +484 shares

    0.13% of the 13F portfolio, value $222,143.

    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 1,546 shares
    Change vs previous 13F +910 shares

    0.12% of the 13F portfolio, value $170,617.

    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 636 shares
    Change vs previous 13F +434 shares

    0.05% of the 13F portfolio, value $69,903.

    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 202 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $22,466.

    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 202 shares
    Change vs previous 13F -40 shares

    0.02% of the 13F portfolio, value $22,228.

    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 242 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $26,884.

    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 242 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $25,785.

    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).