Copeland Capital Management, LLC
Holdings in FDS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $23,875,962 | 82,277 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $20,732,994 | 72,369 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $25,987,413 | 58,101 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $29,437,484 | 64,749 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $31,724,413 | 66,054 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $30,941,926 | 67,287 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $34,998,535 | 85,724 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $38,673,132 | 85,110 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $38,766,989 | 81,264 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $37,061,281 | 84,758 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $33,861,334 | 84,516 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $29,744,933 | 71,659 | Shares | Sole | 2023-04-14 |
| 2022-12-31 | $28,709,382 | 71,557 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $22,818,273 | 57,030 | Shares | Sole | 2022-10-12 |
| 2022-06-30 | $21,967,022 | 57,121 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $25,213,694 | 58,076 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $29,770,541 | 61,255 | Shares | Sole | 2022-01-18 |
| 2021-09-30 | $29,435,191 | 74,561 | Shares | Sole | 2022-01-18 |
| 2021-06-30 | $21,962,317 | 65,440 | Shares | Sole | 2022-01-18 |
| 2021-03-31 | $20,863,769 | 67,610 | Shares | Sole | 2022-01-18 |
| 2020-12-31 | $20,078,345 | 60,386 | Shares | Sole | 2022-01-18 |
| 2020-09-30 | $21,420,933 | 63,966 | Shares | Sole | 2022-01-18 |
| 2020-06-30 | $20,607,221 | 62,737 | Shares | Sole | 2022-01-18 |
| 2020-03-31 | $16,066,489 | 61,633 | Shares | Sole | 2022-01-18 |