Copia Wealth Management

SEC CIK: 0002058771
Latest filing: Aug 17, 2026

SEC filings (opens in a new tab)

C holding history

Citigroup Inc in every 13F filed by Copia Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overview All 13F holders of C Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of C by Copia Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−2,701−100.0%	Sold out	Holders
Q1 2025	2,701	$191.7K	0.2%	−50−1.8%	Reduced	Holders
Q4 2024	2,751	$193.6K	0.2%	–	No prior filing	Holders