Copia Wealth Management
- SEC CIK
- 0002058771
- Latest filing
- Aug 17, 2026
WFC holding history
Wells Fargo & Company 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.
WFC overviewAll 13F holders of WFCFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −6−100.0% | Sold out | Holders |
| Q3 2025 | 6 | $503 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 6 | $481 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 6 | $431 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 6 | $421 | <0.1% | – | No prior filing | Holders |