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Disclosery

Copperleaf Capital, LLC: DFNM position timeline

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

Copperleaf Capital, LLC held 8,961 DFNM 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 8,961 shares
    Change vs previous 13F +774 shares

    0.21% of the 13F portfolio, value $429,949.

    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 8,187 shares
    Change vs previous 13F -275 shares

    0.2% of the 13F portfolio, value $388,309.

    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 8,462 shares
    Change vs previous 13F -88 shares

    0.24% of the 13F portfolio, value $402,537.

    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 8,550 shares
    Change vs previous 13F +1,022 shares

    0.26% of the 13F portfolio, value $408,434.

    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 7,528 shares
    Change vs previous 13F -139 shares

    0.28% of the 13F portfolio, value $365,409.

    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 7,667 shares
    Change vs previous 13F +387 shares

    0.29% of the 13F portfolio, value $366,253.

    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 7,280 shares
    Change vs previous 13F -149 shares

    0.3% of the 13F portfolio, value $350,095.

    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 7,429 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $360,381.

    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).