Ares Financial Consulting, LLC CPA β€” COPA HOLDINGS SA CL A

Ownership history in Ares Financial Consulting, LLC  Β·  2 quarters on record

AI Ownership Summary

Ares Financial Consulting, LLC reported COPA HOLDINGS SA CL A (CPA) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows CPA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CPA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ares Financial Consulting, LLC's position in COPA HOLDINGS SA CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CPA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ares Financial Consulting, LLC held CPA β€” position size vs. price
% of Fund (quarterly)    CPA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 122 +99 +430.4% 0.01% $14K 2026-05-15 (Est.) $115.94
2025 Q4 INITIATED β€” β€” β€” 23 β€” β€” 0.00% $3K 2026-01-30 $134.82

FAQ About Ares Financial Consulting, LLC and CPA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ares Financial Consulting, LLC reported owning CPA?

Ares Financial Consulting, LLC reported CPA across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported CPA position in Ares Financial Consulting, LLC's portfolio?

The largest reported portfolio weight for CPA was 0.01% in 2026 Q1.

What is the latest reported CPA position on this page?

The most recent filing on this page is 2026 Q1, when Ares Financial Consulting, LLC reported 122 shares, equal to 0.01% of portfolio, with an estimated market value of $14K.

What does the chart on this CPA ownership page compare?

The chart compares Ares Financial Consulting, LLC's quarterly CPA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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