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Copperleaf Capital, LLC: DFIC position timeline

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

Copperleaf Capital, LLC held 103,094 DFIC 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 103,094 shares
    Change vs previous 13F +3,394 shares

    1.62% of the 13F portfolio, value $3,380,442.

    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 99,700 shares
    Change vs previous 13F +9,309 shares

    1.57% of the 13F portfolio, value $3,099,670.

    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 90,391 shares
    Change vs previous 13F +2,870 shares

    1.5% of the 13F portfolio, value $2,510,154.

    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 87,521 shares
    Change vs previous 13F +10,298 shares

    1.43% of the 13F portfolio, value $2,261,990.

    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 77,223 shares
    Change vs previous 13F +1,704 shares

    1.66% of the 13F portfolio, value $2,173,051.

    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 75,519 shares
    Change vs previous 13F -1,621 shares

    1.59% of the 13F portfolio, value $1,985,402.

    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 77,140 shares
    Change vs previous 13F -3,865 shares

    1.79% of the 13F portfolio, value $2,063,508.

    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 81,005 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $2,068,053.

    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).