Copia Wealth Management
SEC Filing List

CIK: 0002058771
Form Description Owner/Filer Filing Agent Date Actions
13F-HRInitial Quarterly Form 13F Holdings Repo...11/13/2026
N-PXAnnual Report of Proxy Voting Record of ...11/13/2026
13F-HRInitial Quarterly Form 13F Holdings Repo...08/18/2026
N-PXAnnual Report of Proxy Voting Record of ...05/14/2026
N-PXAnnual Report of Proxy Voting Record of ...05/14/2026
13F-HRInitial Quarterly Form 13F Holdings Repo...05/04/2026
13F-HRInitial Quarterly Form 13F Holdings Repo...02/06/2026
13F-HRInitial Quarterly Form 13F Holdings Repo...Copia Wealth Management /fa10/31/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...Copia Wealth Management /fa07/28/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...Copia Wealth Management /fa04/17/2025
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