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Disclosery

Copperleaf Capital, LLC: IFRA position timeline

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

Copperleaf Capital, LLC held 0 IFRA shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -8,292 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 8,292 shares
    Change vs previous 13F +448 shares

    0.24% of the 13F portfolio, value $383,859.

    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).

  3. period ended2024-09-30
    13F 7,844 shares
    Change vs previous 13F -70 shares

    0.28% of the 13F portfolio, value $368,441.

    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).

  4. period ended2024-06-30
    13F 7,914 shares
    Change vs previous 13F -3,163 shares

    0.27% of the 13F portfolio, value $333,327.

    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).

  5. period ended2024-03-31
    13F 11,077 shares
    Change vs previous 13F +749 shares

    0.42% of the 13F portfolio, value $480,294.

    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).

  6. period ended2023-12-31
    13F 10,328 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $415,898.

    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).