Skip to content
Disclosery

Copia Wealth Management: VOT position timeline

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

Copia Wealth Management held 1,199 VOT 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 1,199 shares
    Change vs previous 13F -16 shares

    0.22% of the 13F portfolio, value $367,254.

    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 1,215 shares
    Change vs previous 13F -217 shares

    0.21% of the 13F portfolio, value $312,680.

    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 1,432 shares
    Change vs previous 13F -12 shares

    0.29% of the 13F portfolio, value $399,728.

    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 1,444 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $424,233.

    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 1,444 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $410,659.

    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 1,444 shares
    Change vs previous 13F +65 shares

    0.33% of the 13F portfolio, value $353,260.

    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 1,379 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $349,921.

    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).