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Disclosery

Copia Wealth Management: XLE position timeline

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

Copia Wealth Management held 27,058 XLE 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 27,058 shares
    Change vs previous 13F +4,729 shares

    0.86% of the 13F portfolio, value $1,437,050.

    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 22,329 shares
    Change vs previous 13F +14,681 shares

    0.94% of the 13F portfolio, value $1,367,875.

    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 7,648 shares
    Change vs previous 13F +3,649 shares

    0.24% of the 13F portfolio, value $341,942.

    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 3,999 shares
    Change vs previous 13F +948 shares

    0.27% of the 13F portfolio, value $357,271.

    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 3,051 shares
    Change vs previous 13F -236 shares

    0.22% of the 13F portfolio, value $258,755.

    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 3,287 shares
    Change vs previous 13F -712 shares

    0.28% of the 13F portfolio, value $307,170.

    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 3,999 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $342,554.

    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).