Copperwood Asset Management
Latest statistics and disclosures from Copperwood Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IBIT, and represent 100.00% of Copperwood Asset Management's stock portfolio.
- Reduced shares in these 1 stock: IBIT.
- Copperwood Asset Management was a net seller of stock by $-466k.
- Copperwood Asset Management has $47M in assets under management (AUM), dropping by -14.21%.
- Central Index Key (CIK): 0002100569
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Portfolio Holdings for Copperwood Asset Management
Copperwood Asset Management holds 1 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 100.0 | $47M | 1.4M | 33.29 |
|
Past Filings by Copperwood Asset Management
SEC 13F filings are viewable for Copperwood Asset Management going back to 2026
- Copperwood Asset Management 2026 Q2 filed Aug. 13, 2026
- Copperwood Asset Management 2026 Q1 filed May 15, 2026