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Disclosery

Copperleaf Capital, LLC: IVE position timeline

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

Copperleaf Capital, LLC held 17,291 IVE 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 17,291 shares
    Change vs previous 13F -826 shares

    1.71% of the 13F portfolio, value $3,570,856.

    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 18,117 shares
    Change vs previous 13F +743 shares

    1.79% of the 13F portfolio, value $3,540,467.

    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 17,374 shares
    Change vs previous 13F +5,716 shares

    1.98% of the 13F portfolio, value $3,311,216.

    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 11,658 shares
    Change vs previous 13F +854 shares

    1.41% of the 13F portfolio, value $2,225,331.

    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 10,804 shares
    Change vs previous 13F -174 shares

    1.63% of the 13F portfolio, value $2,130,220.

    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 10,978 shares
    Change vs previous 13F +764 shares

    1.6% of the 13F portfolio, value $1,998,089.

    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 10,214 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $1,908,156.

    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).