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Disclosery

WT Wealth Management: COPX position timeline

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

WT Wealth Management held 14,024 COPX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,024 shares
    Change vs previous 13F -3,608 shares

    0.3% of the 13F portfolio, value $1,079,425.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 17,632 shares
    Change vs previous 13F +428 shares

    0.4% of the 13F portfolio, value $1,346,168.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 17,204 shares
    Change vs previous 13F +88 shares

    0.36% of the 13F portfolio, value $1,235,075.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 17,116 shares
    Change vs previous 13F +74 shares

    0.29% of the 13F portfolio, value $1,023,708.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 17,042 shares
    Change vs previous 13F +3,739 shares

    0.23% of the 13F portfolio, value $766,890.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 13,303 shares
    Change vs previous 13F +4,941 shares

    0.17% of the 13F portfolio, value $519,748.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    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 8,362 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $319,261.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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