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Disclosery

Copperleaf Capital, LLC: CHKP position timeline

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

Copperleaf Capital, LLC held 3,381 CHKP 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 3,381 shares
    Change vs previous 13F -3,302 shares

    0.34% of the 13F portfolio, value $699,563.

    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 6,683 shares
    Change vs previous 13F -76 shares

    0.75% of the 13F portfolio, value $1,478,614.

    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 6,759 shares
    Change vs previous 13F +35 shares

    0.92% of the 13F portfolio, value $1,540,511.

    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).

  4. period ended2024-12-31
    13F 6,724 shares
    Change vs previous 13F +264 shares

    0.8% of the 13F portfolio, value $1,255,371.

    13F-HR 0001802225-25-000001 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).

  5. period ended2024-09-30
    13F 6,460 shares
    Change vs previous 13F +77 shares

    0.95% of the 13F portfolio, value $1,245,553.

    13F-HR 0001802225-24-000005 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).

  6. period ended2024-06-30
    13F 6,383 shares
    Change vs previous 13F +271 shares

    0.84% of the 13F portfolio, value $1,053,195.

    13F-HR 0001802225-24-000003 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).

  7. period ended2024-03-31
    13F 6,112 shares
    Change vs previous 13F +533 shares

    0.87% of the 13F portfolio, value $1,002,429.

    13F-HR 0001802225-24-000002 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).

  8. period ended2023-12-31
    13F 5,579 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $852,415.

    13F-HR 0001802225-24-000001 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).