Position in PTRN
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$539,771
+$273,421 QoQ
Shares Held
21,428
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#94
of 145 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PTRN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Copia Wealth Management holds $2,333,890 across 7 Internet Retail names. PTRN ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
7,393 | $1,762,047 | |
| 2 | PTRN |
Pattern Group Inc.
This page
|
21,428 | $539,771 | |
| 3 | BABA |
Alibaba Group Holding Ltd
|
163 | $15,644 | |
| 4 | MELI |
Mercadolibre Inc
|
5 | $8,486 | |
| 5 | NXH |
Neighborhood Intelligence, Inc.
|
838 | $4,852 | |
| 6 | SE |
Sea Ltd
|
30 | $2,874 | |
| 7 | CHWY |
Chewy, Inc.
|
11 | $216 |
All Filings in PTRN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,771 | 21,428 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $266,350 | 21,428 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $247,279 | 21,428 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $293,563 | 21,428 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||