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Disclosery

Copia Wealth Management: VOE position timeline

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

Copia Wealth Management held 3,440 VOE 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 3,440 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $679,741.

    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 3,440 shares
    Change vs previous 13F -356 shares

    0.44% of the 13F portfolio, value $633,921.

    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 3,796 shares
    Change vs previous 13F +15 shares

    0.48% of the 13F portfolio, value $673,294.

    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 3,781 shares
    Change vs previous 13F +131 shares

    0.49% of the 13F portfolio, value $660,085.

    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 3,650 shares
    Change vs previous 13F +171 shares

    0.51% of the 13F portfolio, value $600,277.

    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 3,479 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $558,516.

    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 3,479 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $562,796.

    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).