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Disclosery

Copia Wealth Management: XLF position timeline

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

Copia Wealth Management held 4,433 XLF 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 4,433 shares
    Change vs previous 13F -1,341 shares

    0.14% of the 13F portfolio, value $237,653.

    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 5,774 shares
    Change vs previous 13F -8,257 shares

    0.2% of the 13F portfolio, value $285,062.

    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 14,031 shares
    Change vs previous 13F -862 shares

    0.55% of the 13F portfolio, value $768,478.

    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 14,893 shares
    Change vs previous 13F +776 shares

    0.6% of the 13F portfolio, value $802,286.

    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 14,117 shares
    Change vs previous 13F +7,286 shares

    0.62% of the 13F portfolio, value $739,307.

    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 6,831 shares
    Change vs previous 13F +6,265 shares

    0.31% of the 13F portfolio, value $340,252.

    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 566 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $27,355.

    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).