Skip to content
Disclosery

Copia Wealth Management: URA position timeline

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

Copia Wealth Management held 2,473 URA 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 2,473 shares
    Change vs previous 13F +142 shares

    0.06% of the 13F portfolio, value $108,070.

    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 2,331 shares
    Change vs previous 13F -903 shares

    0.08% of the 13F portfolio, value $112,890.

    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 3,234 shares
    Change vs previous 13F -42 shares

    0.1% of the 13F portfolio, value $138,189.

    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 3,276 shares
    Change vs previous 13F +23 shares

    0.12% of the 13F portfolio, value $156,167.

    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 3,253 shares
    Change vs previous 13F +19 shares

    0.11% of the 13F portfolio, value $126,249.

    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 3,234 shares
    Change vs previous 13F -76 shares

    0.07% of the 13F portfolio, value $74,123.

    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 3,310 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $88,642.

    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).