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Lowe Wealth Advisors, LLC: COPX position timeline

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

Lowe Wealth Advisors, LLC held 57,079 COPX shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 57,079 shares
    Change vs previous 13F -327 shares

    1.25% of the 13F portfolio, value $3,413,921.

    13F-HR 0001574010-25-000006 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 57,406 shares
    Change vs previous 13F +3,234 shares

    1.01% of the 13F portfolio, value $2,583,274.

    13F-HR 0001574010-25-000003 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 54,172 shares
    Change vs previous 13F +17,930 shares

    0.9% of the 13F portfolio, value $2,116,513.

    13F-HR 0001574010-25-000002 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 36,242 shares
    Change vs previous 13F +1,910 shares

    0.59% of the 13F portfolio, value $1,383,720.

    13F-HR 0001574010-25-000001 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 34,332 shares
    Change vs previous 13F +1,258 shares

    0.7% of the 13F portfolio, value $1,622,874.

    13F-HR 0001574010-24-000005 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 33,074 shares
    Change vs previous 13F +8,677 shares

    0.68% of the 13F portfolio, value $1,491,989.

    13F-HR 0001574010-24-000003 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 24,397 shares
    Change vs previous 13F +9,301 shares

    0.48% of the 13F portfolio, value $1,035,184.

    13F-HR 0001574010-24-000002 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 15,096 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $566,114.

    13F-HR 0001574010-24-000001 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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