Position in TE
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$23,434
+$11,801 QoQ
Shares Held
2,472
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#255
of 315 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Copia Wealth Management holds $76,260 across 7 Electrical Equipment & Parts names. TE ranks #2 (30.7% of the industry book) .
All Filings in TE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,434 | 2,472 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $11,633 | 2,650 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,629 | 1,741 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,212 | 1,015 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,248 | 1,015 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,320 | 1,048 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,962 | 1,536 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||