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Steward Partners Investment Advisory, LLC: COPX position timeline

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

Steward Partners Investment Advisory, LLC held 102,879 COPX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,879 shares
    Change vs previous 13F -719 shares

    0.04% of the 13F portfolio, value $7,918,597.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 103,598 shares
    Change vs previous 13F +15,223 shares

    0.04% of the 13F portfolio, value $7,909,707.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 88,375 shares
    Change vs previous 13F +5,391 shares

    0.03% of the 13F portfolio, value $6,344,441.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 82,984 shares
    Change vs previous 13F -6,832 shares

    0.03% of the 13F portfolio, value $4,963,273.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 89,816 shares
    Change vs previous 13F -624 shares

    0.03% of the 13F portfolio, value $4,041,720.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 90,440 shares
    Change vs previous 13F +85,196 shares

    0.03% of the 13F portfolio, value $3,533,491.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 5,244 shares
    Change vs previous 13F +250 shares

    <0.01% of the 13F portfolio, value $200,216.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 4,994 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,066.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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