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Kestra Advisory Services, LLC: COPX position timeline

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

Kestra Advisory Services, LLC held 39,706 COPX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,706 shares
    Change vs previous 13F +2,064 shares

    0.01% of the 13F portfolio, value $3,056,144.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,739 shares
    • Kestra Advisory Services, LLC: 35,967 shares

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

  2. period ended2026-03-31
    13F 37,642 shares
    Change vs previous 13F +8,675 shares

    0.01% of the 13F portfolio, value $2,873,963.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,714 shares
    • Kestra Advisory Services, LLC: 33,928 shares

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

  3. period ended2025-12-31
    13F 28,967 shares
    Change vs previous 13F +6,298 shares

    0.01% of the 13F portfolio, value $2,079,543.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 22,669 shares
    Change vs previous 13F +3,504 shares

    0.01% of the 13F portfolio, value $1,355,834.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 22,669 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 19,165 shares
    Change vs previous 13F +1,982 shares

    <0.01% of the 13F portfolio, value $862,422.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 19,061 shares
    • Kestra Investment Management, LLC: 104 shares

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

  6. period ended2025-03-31
    13F 17,183 shares
    Change vs previous 13F +10,216 shares

    <0.01% of the 13F portfolio, value $671,340.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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 6,967 shares
    Change vs previous 13F -548 shares

    <0.01% of the 13F portfolio, value $266,000.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, 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 7,515 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $355,211.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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