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Disclosery

Copia Wealth Management: XLU position timeline

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

Copia Wealth Management held 6,722 XLU 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 6,722 shares
    Change vs previous 13F +237 shares

    0.18% of the 13F portfolio, value $304,775.

    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 6,485 shares
    Change vs previous 13F +2,693 shares

    0.2% of the 13F portfolio, value $297,597.

    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 3,792 shares
    Change vs previous 13F +1,704 shares

    0.12% of the 13F portfolio, value $161,880.

    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 2,088 shares
    Change vs previous 13F -582 shares

    0.14% of the 13F portfolio, value $182,094.

    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 2,670 shares
    Change vs previous 13F +834 shares

    0.18% of the 13F portfolio, value $218,032.

    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 1,836 shares
    Change vs previous 13F +1,665 shares

    0.13% of the 13F portfolio, value $144,769.

    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 171 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,943.

    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).