Copeland Capital Management, LLC 

PA

  SEC # 1541743

        

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72  SEC Filings   from  2/9/12  to  4/19/24  (Today)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 3/31/24 — Filed as:  Filer / Offerer
New-Filing E-Mail:			Send me notifications of all Filings involving  Copeland Capital Management, LLC

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Forms , Documents & Exhibits  in  72 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
4/19/24			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F    — Assets Under Management	62
1/22/24			SC 13G		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G	10
					Form-Specific Documents:
4/19/24			INFO-TABLE		Portfolio Securities Holdings – Info Tables — Form 13F    — Assets Under Management			56
					Graphics:
1/22/24			GRAPHIC		Photos, Images and Graphs			20

History as a Money Manager:  Assets Under Management  ·  Related Money Managers

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager Manager with whom Investment Discretion is Shared
2/13/24			12/31/23		143	of	511		$188,730		NJ	Personal Cfo Solutions, LLC
2/9/24			12/31/23		59	of	7,468		$877		GA	Advisory Services Network, LLC
2/5/24			12/31/23		68	of	14,778		$52,335			Russell Investments Group, Ltd.
11/9/16			9/30/16		42	of	10,960		$153			Emerald Acquisition Ltd.
4/29/16			3/31/16		43	of	11,009		$164		WA	Russell Frank Co

No Forms  nor  Documents  Filed re:  Issuer / Subject Company

        

        

Filings History

Year		# of Filings
2024		6
2023		7
2022		19
2021		4
2020		4
2019		4
2018		4
2017		4
2016		4
2015		4
2014		4
2013		4
2012		4