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Copia Wealth Management

SEC CIK
0002058771
Latest filing
Aug 17, 2026

SPG holding history

Simon Property Group 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.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2024
Holdings of SPG by Copia Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5−100.0%Sold outHolders
Q1 20265$933<0.1%00.0%UnchangedHolders
Q4 20255$926<0.1%00.0%UnchangedHolders
Q3 20255$938<0.1%00.0%UnchangedHolders
Q2 20255$804<0.1%00.0%UnchangedHolders
Q1 20255$830<0.1%00.0%UnchangedHolders
Q4 20245$861<0.1%–No prior filingHolders