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Disclosery

Copperleaf Capital, LLC: IUSB position timeline

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

Copperleaf Capital, LLC held 104,341 IUSB 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 104,341 shares
    Change vs previous 13F -61,347 shares

    2.34% of the 13F portfolio, value $4,873,774.

    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 165,688 shares
    Change vs previous 13F +1,276 shares

    3.88% of the 13F portfolio, value $7,659,774.

    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 164,412 shares
    Change vs previous 13F -11,884 shares

    4.53% of the 13F portfolio, value $7,576,087.

    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 176,296 shares
    Change vs previous 13F +6,895 shares

    5.05% of the 13F portfolio, value $7,968,575.

    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 169,401 shares
    Change vs previous 13F +1,704 shares

    6.11% of the 13F portfolio, value $7,982,153.

    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 167,697 shares
    Change vs previous 13F +9,662 shares

    6.06% of the 13F portfolio, value $7,583,263.

    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 158,035 shares
    Change vs previous 13F +26,222 shares

    6.24% of the 13F portfolio, value $7,204,806.

    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 131,813 shares
    Change vs previous 13F not available

    6.18% of the 13F portfolio, value $6,072,614.

    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).