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Disclosery

Copia Wealth Management: VGK position timeline

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

Copia Wealth Management held 3,892 VGK 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 3,892 shares
    Change vs previous 13F -617 shares

    0.21% of the 13F portfolio, value $344,598.

    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 4,509 shares
    Change vs previous 13F -894 shares

    0.26% of the 13F portfolio, value $371,677.

    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 5,403 shares
    Change vs previous 13F -396 shares

    0.32% of the 13F portfolio, value $451,745.

    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 5,799 shares
    Change vs previous 13F -204 shares

    0.34% of the 13F portfolio, value $462,760.

    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 6,003 shares
    Change vs previous 13F +2,521 shares

    0.39% of the 13F portfolio, value $465,233.

    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 3,482 shares
    Change vs previous 13F +3,368 shares

    0.23% of the 13F portfolio, value $244,471.

    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 114 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,236.

    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).