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Disclosery

Copia Wealth Management: XBIL position timeline

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

Copia Wealth Management held 46,523 XBIL 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 46,523 shares
    Change vs previous 13F -1,592 shares

    1.4% of the 13F portfolio, value $2,326,150.

    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 48,115 shares
    Change vs previous 13F -20,859 shares

    1.65% of the 13F portfolio, value $2,407,193.

    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 68,974 shares
    Change vs previous 13F -17,541 shares

    2.47% of the 13F portfolio, value $3,453,528.

    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 86,515 shares
    Change vs previous 13F -3,717 shares

    3.23% of the 13F portfolio, value $4,342,621.

    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 90,232 shares
    Change vs previous 13F -3,054 shares

    3.82% of the 13F portfolio, value $4,525,135.

    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 93,286 shares
    Change vs previous 13F -3,660 shares

    4.33% of the 13F portfolio, value $4,680,159.

    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 96,946 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $4,850,694.

    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).