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PCG Wealth Advisors, LLC: COPX position timeline

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

PCG Wealth Advisors, LLC held 73,324 COPX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,324 shares
    Change vs previous 13F +850 shares

    1.26% of the 13F portfolio, value $5,643,768.

    13F-HR 0001905393-26-000003 filed by PCG 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 ended2026-03-31
    13F 72,474 shares
    Change vs previous 13F -35,804 shares

    1.4% of the 13F portfolio, value $5,533,399.

    13F-HR 0001905393-26-000002 filed by PCG 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 ended2025-12-31
    13F 108,278 shares
    Change vs previous 13F +41,947 shares

    2.2% of the 13F portfolio, value $7,773,241.

    13F-HR 0001905393-26-000001 filed by PCG 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 ended2025-09-30
    13F 66,331 shares
    Change vs previous 13F -2,734 shares

    1.16% of the 13F portfolio, value $3,967,237.

    13F-HR 0001905393-25-000003 filed by PCG 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 ended2025-06-30
    13F 69,065 shares
    Change vs previous 13F +5,393 shares

    1.59% of the 13F portfolio, value $3,107,904.

    13F-HR 0001085146-25-004660 filed by PCG 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 ended2025-03-31
    13F 63,672 shares
    Change vs previous 13F +18,633 shares

    0.87% of the 13F portfolio, value $2,487,647.

    13F-HR 0001085146-25-002601 filed by PCG 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 ended2024-12-31
    13F 45,039 shares
    Change vs previous 13F +591 shares

    0.63% of the 13F portfolio, value $1,719,605.

    13F-HR 0001085146-25-000366 filed by PCG 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 ended2024-09-30
    13F 44,448 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,101,070.

    13F-HR 0001085146-24-004929 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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