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Disclosery

Copperleaf Capital, LLC: EFG position timeline

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

Copperleaf Capital, LLC held 14,404 EFG 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 14,404 shares
    Change vs previous 13F -4,347 shares

    0.79% of the 13F portfolio, value $1,640,271.

    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 18,751 shares
    Change vs previous 13F -901 shares

    1.06% of the 13F portfolio, value $2,100,056.

    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 19,652 shares
    Change vs previous 13F -12,072 shares

    1.17% of the 13F portfolio, value $1,965,189.

    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 31,724 shares
    Change vs previous 13F +8,419 shares

    1.95% of the 13F portfolio, value $3,071,824.

    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 23,305 shares
    Change vs previous 13F +1,373 shares

    1.92% of the 13F portfolio, value $2,508,831.

    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 21,932 shares
    Change vs previous 13F +28 shares

    1.79% of the 13F portfolio, value $2,243,689.

    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 21,904 shares
    Change vs previous 13F +4,066 shares

    1.97% of the 13F portfolio, value $2,273,468.

    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 17,838 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $1,727,658.

    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).