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Disclosery

Copperleaf Capital, LLC: ICVT position timeline

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

Copperleaf Capital, LLC held 5,523 ICVT 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 5,523 shares
    Change vs previous 13F -3,253 shares

    0.26% of the 13F portfolio, value $552,617.

    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 8,776 shares
    Change vs previous 13F +536 shares

    0.4% of the 13F portfolio, value $790,696.

    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 8,240 shares
    Change vs previous 13F +1,016 shares

    0.41% of the 13F portfolio, value $688,933.

    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 7,224 shares
    Change vs previous 13F +1,900 shares

    0.39% of the 13F portfolio, value $613,788.

    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 5,324 shares
    Change vs previous 13F +86 shares

    0.34% of the 13F portfolio, value $445,432.

    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 5,238 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $411,895.

    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).