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Disclosery

Copperleaf Capital, LLC: ESGU position timeline

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

Copperleaf Capital, LLC held 4,650 ESGU 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 4,650 shares
    Change vs previous 13F +722 shares

    0.32% of the 13F portfolio, value $677,040.

    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 3,928 shares
    Change vs previous 13F +66 shares

    0.27% of the 13F portfolio, value $531,458.

    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 3,862 shares
    Change vs previous 13F -709 shares

    0.28% of the 13F portfolio, value $470,843.

    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 4,571 shares
    Change vs previous 13F -708 shares

    0.37% of the 13F portfolio, value $588,828.

    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 5,279 shares
    Change vs previous 13F -13 shares

    0.51% of the 13F portfolio, value $666,067.

    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 5,292 shares
    Change vs previous 13F -11,827 shares

    0.5% of the 13F portfolio, value $631,494.

    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 17,119 shares
    Change vs previous 13F -9,621 shares

    1.7% of the 13F portfolio, value $1,967,981.

    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 26,740 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $2,805,610.

    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).