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Manager record

Copper Harbor Investment Advisors, LLC

CIK 1808027 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$486.06MReported 13F valueQ3 2026 · as filed
99Holdings listed
+2.9%vs prior quartervalue change includes market moves
2Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2026 to Q3 2026Q2 2026: $472.4M$472.4MQ2 202695 holdingsQ3 2026: $486.1M$486.1MQ3 202699 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$486.06M · 99 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$472.41M · 95 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology