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Copeland Capital Management, LLC → NGVC
Copeland Capital Management, LLC NGVC Position History
Natural Grocers by Vitamin Cottage, Inc. • Consumer Defensive
Quarters held
4
Latest value
$80K
Q3 2026
Peak value
$81K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $63K |
| Q1 2026 | $70K |
| Q2 2026 | $81K |
| Q3 2026 | $80K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $80K | 2.6K | — | — |
| Q2 2026 | $81K | 2.6K | — | — |
| Q1 2026 | $70K | 2.7K | — | — |
| Q4 2025 | $63K | 2.5K | — | — |