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Disclosery

Copia Wealth Management: XLI position timeline

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

Copia Wealth Management held 11,450 XLI 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 11,450 shares
    Change vs previous 13F +1,905 shares

    1.27% of the 13F portfolio, value $2,120,884.

    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 9,545 shares
    Change vs previous 13F +7,408 shares

    1.06% of the 13F portfolio, value $1,543,713.

    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 2,137 shares
    Change vs previous 13F +1,780 shares

    0.24% of the 13F portfolio, value $331,491.

    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 357 shares
    Change vs previous 13F +172 shares

    0.04% of the 13F portfolio, value $55,060.

    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 185 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $27,291.

    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 172 shares
    Change vs previous 13F -583 shares

    0.02% of the 13F portfolio, value $22,544.

    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 755 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $99,479.

    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).