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Disclosery

Copia Wealth Management: XLG position timeline

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

Copia Wealth Management held 36,210 XLG 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 36,210 shares
    Change vs previous 13F -1,951 shares

    1.33% of the 13F portfolio, value $2,217,138.

    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 38,161 shares
    Change vs previous 13F -19,336 shares

    1.43% of the 13F portfolio, value $2,081,683.

    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 57,497 shares
    Change vs previous 13F -4,089 shares

    2.44% of the 13F portfolio, value $3,408,422.

    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 61,586 shares
    Change vs previous 13F -69 shares

    2.63% of the 13F portfolio, value $3,542,427.

    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 61,655 shares
    Change vs previous 13F -4,262 shares

    2.71% of the 13F portfolio, value $3,212,226.

    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 65,917 shares
    Change vs previous 13F -434 shares

    2.81% of the 13F portfolio, value $3,033,500.

    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 66,351 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $3,314,896.

    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).