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Copperleaf Capital, LLC: DFEM position timeline

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

Copperleaf Capital, LLC held 44,940 DFEM 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 44,940 shares
    Change vs previous 13F +607 shares

    0.69% of the 13F portfolio, value $1,441,213.

    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 44,333 shares
    Change vs previous 13F +4,349 shares

    0.67% of the 13F portfolio, value $1,315,794.

    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 39,984 shares
    Change vs previous 13F +1,492 shares

    0.63% of the 13F portfolio, value $1,057,973.

    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 38,492 shares
    Change vs previous 13F +3,033 shares

    0.64% of the 13F portfolio, value $1,008,094.

    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 35,459 shares
    Change vs previous 13F +1,105 shares

    0.76% of the 13F portfolio, value $998,165.

    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 34,354 shares
    Change vs previous 13F -784 shares

    0.73% of the 13F portfolio, value $918,282.

    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 35,138 shares
    Change vs previous 13F +5,716 shares

    0.78% of the 13F portfolio, value $895,661.

    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 29,422 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $734,370.

    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).