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Disclosery

Copia Wealth Management: VTWO position timeline

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

Copia Wealth Management held 47,741 VTWO 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 47,741 shares
    Change vs previous 13F +2,828 shares

    3.48% of the 13F portfolio, value $5,796,712.

    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 44,913 shares
    Change vs previous 13F +6,482 shares

    3.09% of the 13F portfolio, value $4,498,935.

    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 38,431 shares
    Change vs previous 13F +4,183 shares

    2.73% of the 13F portfolio, value $3,824,653.

    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 34,248 shares
    Change vs previous 13F +2,784 shares

    2.49% of the 13F portfolio, value $3,350,139.

    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 31,464 shares
    Change vs previous 13F +291 shares

    2.32% of the 13F portfolio, value $2,744,290.

    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 31,173 shares
    Change vs previous 13F +1,341 shares

    2.33% of the 13F portfolio, value $2,514,102.

    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 29,832 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $2,664,893.

    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).