Copia Wealth Management

Business address
572 Sw Bluff Dr., #100, Bend, OR, 97702
Top securities (13F)
BUXX, SPLG, TBIL, GLD, XBIL, COWZ, SPYV, STIP, XLG, EMXC, EFA, VTWO, CLOX, PINK, CALF, ARKW, SLYG, IBIT, CLOZ, and SMH
State of incorporation
OR
Fiscal year end
31 December
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Copia Wealth Management has filed 4 SEC EDGAR filings since 06 Mar 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 31 Oct 2025 30 Sep 2025 028-25442
13F-HR Open Document Open Filing 28 Jul 2025 30 Jun 2025 028-25442
13F-HR Open Document Open Filing 17 Apr 2025 31 Mar 2025 028-25442
13F-HR Open Document Open Filing 06 Mar 2025 31 Dec 2024 028-25442