Skip to content
Disclosery

Copperleaf Capital, LLC: IVV position timeline

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

Copperleaf Capital, LLC held 7,970 IVV 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 7,970 shares
    Change vs previous 13F -7,652 shares

    2.56% of the 13F portfolio, value $5,334,145.

    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 15,622 shares
    Change vs previous 13F +180 shares

    4.91% of the 13F portfolio, value $9,699,594.

    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 15,442 shares
    Change vs previous 13F -3,510 shares

    5.19% of the 13F portfolio, value $8,676,600.

    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 18,952 shares
    Change vs previous 13F -4,044 shares

    7.07% of the 13F portfolio, value $11,156,957.

    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 22,996 shares
    Change vs previous 13F -666 shares

    10.16% of the 13F portfolio, value $13,264,356.

    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 23,662 shares
    Change vs previous 13F -6,583 shares

    10.35% of the 13F portfolio, value $12,948,473.

    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 30,245 shares
    Change vs previous 13F +3,993 shares

    13.76% of the 13F portfolio, value $15,900,830.

    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 26,252 shares
    Change vs previous 13F not available

    12.77% of the 13F portfolio, value $12,538,543.

    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).