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Copperleaf Capital, LLC: IBIT position timeline

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

Copperleaf Capital, LLC held 536,552 IBIT 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 536,552 shares
    Change vs previous 13F +77,414 shares

    16.72% of the 13F portfolio, value $34,875,872.

    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 459,138 shares
    Change vs previous 13F +4,535 shares

    14.22% of the 13F portfolio, value $28,103,838.

    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 454,603 shares
    Change vs previous 13F +53,176 shares

    12.72% of the 13F portfolio, value $21,279,952.

    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 401,427 shares
    Change vs previous 13F +238,264 shares

    13.49% of the 13F portfolio, value $21,295,716.

    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 163,163 shares
    Change vs previous 13F -21,494 shares

    4.52% of the 13F portfolio, value $5,895,068.

    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 184,657 shares
    Change vs previous 13F +109,935 shares

    5.04% of the 13F portfolio, value $6,304,206.

    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 74,722 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $3,023,995.

    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).