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Smart Portfolios, LLC: COPX position timeline

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

Smart Portfolios, LLC held 14,961 COPX shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 14,961 shares
    Change vs previous 13F -275 shares

    1.14% of the 13F portfolio, value $1,142,267.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 15,236 shares
    Change vs previous 13F -1,137 shares

    1.09% of the 13F portfolio, value $1,093,786.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 16,373 shares
    Change vs previous 13F -204 shares

    0.94% of the 13F portfolio, value $979,279.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 16,577 shares
    Change vs previous 13F -488 shares

    0.75% of the 13F portfolio, value $745,949.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 17,065 shares
    Change vs previous 13F +242 shares

    0.72% of the 13F portfolio, value $666,718.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 16,823 shares
    Change vs previous 13F +1,170 shares

    0.67% of the 13F portfolio, value $642,319.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 15,653 shares
    Change vs previous 13F -2,872 shares

    0.75% of the 13F portfolio, value $739,925.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 18,525 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $835,649.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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