Position in FIGR
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$675
New position
Shares Held
22
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 301 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Copia Wealth Management holds $32,860 across 4 Capital Markets names. FIGR ranks #4 (2.1% of the industry book) .
All Filings in FIGR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675 | 22 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||