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Disclosery

Copperleaf Capital, LLC: CBTJ position timeline

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

Copperleaf Capital, LLC held 9,145 CBTJ shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 9,145 shares
    Change vs previous 13F -29,880 shares

    0.13% of the 13F portfolio, value $261,547.

    13F-HR 0001802225-25-000008 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 39,025 shares
    Change vs previous 13F +212 shares

    0.53% of the 13F portfolio, value $1,055,747.

    13F-HR 0001802225-25-000006 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 38,813 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $901,238.

    13F-HR 0001802225-25-000002 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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