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Copperleaf Capital, LLC: DFCF position timeline

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

Copperleaf Capital, LLC held 29,608 DFCF 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 29,608 shares
    Change vs previous 13F -2,696 shares

    0.61% of the 13F portfolio, value $1,266,033.

    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 32,304 shares
    Change vs previous 13F +5,292 shares

    0.69% of the 13F portfolio, value $1,365,152.

    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 27,012 shares
    Change vs previous 13F -1,331 shares

    0.68% of the 13F portfolio, value $1,136,125.

    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 28,343 shares
    Change vs previous 13F +6,959 shares

    0.74% of the 13F portfolio, value $1,169,695.

    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 21,384 shares
    Change vs previous 13F +4,941 shares

    0.71% of the 13F portfolio, value $923,560.

    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 16,443 shares
    Change vs previous 13F +236 shares

    0.55% of the 13F portfolio, value $683,042.

    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 16,207 shares
    Change vs previous 13F -18,834 shares

    0.59% of the 13F portfolio, value $679,884.

    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 35,041 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,485,738.

    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).