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Disclosery

Copperleaf Capital, LLC: DIS position timeline

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

Copperleaf Capital, LLC held 8,917 DIS 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 8,917 shares
    Change vs previous 13F -2,562 shares

    0.49% of the 13F portfolio, value $1,020,966.

    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 11,479 shares
    Change vs previous 13F -370 shares

    0.72% of the 13F portfolio, value $1,423,531.

    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 11,849 shares
    Change vs previous 13F +791 shares

    0.7% of the 13F portfolio, value $1,169,512.

    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 11,058 shares
    Change vs previous 13F +32 shares

    0.78% of the 13F portfolio, value $1,231,271.

    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 11,026 shares
    Change vs previous 13F -396 shares

    0.81% of the 13F portfolio, value $1,060,559.

    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 11,422 shares
    Change vs previous 13F +1,594 shares

    0.91% of the 13F portfolio, value $1,134,111.

    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 9,828 shares
    Change vs previous 13F +2,587 shares

    1.04% of the 13F portfolio, value $1,202,579.

    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 7,241 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $653,790.

    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).