Laidlaw Wealth Management LLC: COPX position timeline

Laidlaw Wealth Management LLC held 4,513 COPX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,513 shares

   Change vs previous 13F +4,513 shares

   0.99% of the 13F portfolio, value $347,366.

   13F-HR 0001800608-26-000003 filed by Laidlaw Wealth Management LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -6,262 shares

   13F-HR 0001800608-25-000003 filed by Laidlaw Wealth Management LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 6,262 shares

   Change vs previous 13F -1,945 shares

   0.73% of the 13F portfolio, value $244,656.

   13F-HR 0001800608-25-000002 filed by Laidlaw Wealth Management LLC
   Filed 2025-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 8,207 shares

   Change vs previous 13F -21 shares

   0.14% of the 13F portfolio, value $313,343.

   13F-HR 0001800608-25-000001 filed by Laidlaw Wealth Management LLC
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 8,228 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $388,938.

   13F-HR 0001800608-24-000005 filed by Laidlaw Wealth Management LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).