Number of Shares
5,432
Previous 3,655 48.62%
Holding current value
$104 Million
Previous $50.5 Million 105.08%
% of portfolio
0.09%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025

BUY
N/A
1,777 Added 48.62%
5,432 $104 Million
Q1 2025

Apr 17, 2025

BUY
N/A
2,036 Added 125.76%
3,655 $50.5 Million
Q4 2024

Mar 06, 2025

BUY
N/A
1,619 New
1,619 $40.9 Million
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.