4WEALTH ADVISORS, INC.

Position in CODA — Coda Octopus Group, Inc.

CIK 2056676 Burr Ridge, IL

Position in CODA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$121,480

New position

Shares Held

12,434

first reported quarter

Ownership

0.110%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2

of 4 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

4WEALTH ADVISORS, INC. holds $2,302,121 across 4 Aerospace & Defense names. CODA ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	4,279	$926,275
2	CW	Curtiss Wright Corp	1,143	$866,119
3	GD	General Dynamics Corp	1,096	$388,247
4	CODA	Coda Octopus Group, Inc. This page	12,434	$121,480

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,480	12,434	—	Shares	Sole	2026-07-17
No filing history on record for this holder in this stock.