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Disclosery

Canopy Partners, LLC: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Canopy Partners, LLC on MA, newest first. How the timeline and the estimate are built.

Canopy Partners, LLC held 4,885 MA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,885 shares
    Change vs previous 13F +19 shares

    0.75% of the 13F portfolio, value $2,508,936.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,866 shares
    Change vs previous 13F -51 shares

    0.83% of the 13F portfolio, value $2,431,346.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,917 shares
    Change vs previous 13F -65 shares

    0.91% of the 13F portfolio, value $2,807,017.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,982 shares
    Change vs previous 13F +217 shares

    0.95% of the 13F portfolio, value $2,833,811.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,765 shares
    Change vs previous 13F +158 shares

    0.98% of the 13F portfolio, value $2,677,644.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,607 shares
    Change vs previous 13F +41 shares

    0.98% of the 13F portfolio, value $2,525,189.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,566 shares
    Change vs previous 13F +180 shares

    0.92% of the 13F portfolio, value $2,404,319.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,386 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,165,807.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).