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Legend Financial Advisors, Inc.: COPX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legend Financial Advisors, Inc. on COPX, newest first. How the timeline and the estimate are built.

Legend Financial Advisors, Inc. held 81,970 COPX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,970 shares
    Change vs previous 13F -5,955 shares

    3.58% of the 13F portfolio, value $6,309,263.

    13F-HR 0001781948-26-000003 filed by Legend Financial Advisors, Inc.
    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 87,925 shares
    Change vs previous 13F -75,699 shares

    4.33% of the 13F portfolio, value $6,713,106.

    13F-HR 0001781948-26-000002 filed by Legend Financial Advisors, Inc.
    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 163,624 shares
    Change vs previous 13F -34,591 shares

    7.11% of the 13F portfolio, value $11,746,540.

    13F-HR 0001781948-26-000001 filed by Legend Financial Advisors, Inc.
    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 198,215 shares
    Change vs previous 13F -8,768 shares

    7.27% of the 13F portfolio, value $11,855,217.

    13F-HR 0001781948-25-000006 filed by Legend Financial Advisors, Inc.
    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 206,983 shares
    Change vs previous 13F -2,620 shares

    6.19% of the 13F portfolio, value $9,314,230.

    13F-HR 0001781948-25-000004 filed by Legend Financial Advisors, Inc.
    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 209,603 shares
    Change vs previous 13F -6,265 shares

    6.02% of the 13F portfolio, value $8,189,179.

    13F-HR 0001781948-25-000003 filed by Legend Financial Advisors, Inc.
    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 215,868 shares
    Change vs previous 13F +4,561 shares

    5.82% of the 13F portfolio, value $8,241,824.

    13F-HR 0001781948-25-000001 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 211,307 shares
    Change vs previous 13F not available

    6.9% of the 13F portfolio, value $9,988,483.

    13F-HR 0001781948-24-000005 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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