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Copperleaf Capital, LLC: DFSD position timeline

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

Copperleaf Capital, LLC held 38,833 DFSD 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 38,833 shares
    Change vs previous 13F +7,317 shares

    0.9% of the 13F portfolio, value $1,871,379.

    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 31,516 shares
    Change vs previous 13F +12,896 shares

    0.77% of the 13F portfolio, value $1,513,062.

    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 18,620 shares
    Change vs previous 13F -1,276 shares

    0.53% of the 13F portfolio, value $884,799.

    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 19,896 shares
    Change vs previous 13F +4,790 shares

    0.59% of the 13F portfolio, value $932,703.

    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 15,106 shares
    Change vs previous 13F +4,495 shares

    0.55% of the 13F portfolio, value $721,178.

    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 10,611 shares
    Change vs previous 13F +1,163 shares

    0.4% of the 13F portfolio, value $498,717.

    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 9,448 shares
    Change vs previous 13F -6,583 shares

    0.38% of the 13F portfolio, value $444,434.

    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 16,031 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $753,617.

    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).