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Disclosery

Copperleaf Capital, LLC: EFV position timeline

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

Copperleaf Capital, LLC held 76,325 EFV 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 76,325 shares
    Change vs previous 13F +26,910 shares

    2.48% of the 13F portfolio, value $5,177,130.

    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 49,415 shares
    Change vs previous 13F -177 shares

    1.59% of the 13F portfolio, value $3,136,869.

    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 49,592 shares
    Change vs previous 13F -14,567 shares

    1.75% of the 13F portfolio, value $2,922,977.

    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 64,159 shares
    Change vs previous 13F +24,411 shares

    2.13% of the 13F portfolio, value $3,366,445.

    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 39,748 shares
    Change vs previous 13F -1,210 shares

    1.75% of the 13F portfolio, value $2,286,714.

    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 40,958 shares
    Change vs previous 13F -16,154 shares

    1.74% of the 13F portfolio, value $2,172,423.

    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 57,112 shares
    Change vs previous 13F +2,954 shares

    2.69% of the 13F portfolio, value $3,106,895.

    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 54,158 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $2,821,634.

    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).