Position in CALY
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$375
+$98 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#304
of 313 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CALY Over Time
Shares Held
Position Value (USD)
Position in Leisure
Consumer Cyclical · as of Jun 30, 2026Copia Wealth Management holds $4,604 across 3 Leisure names. CALY ranks #3 (8.1% of the industry book) .
All Filings in CALY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375 | 20 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $277 | 20 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $233 | 20 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $190 | 20 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $161 | 20 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $131 | 20 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $157 | 20 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||