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Copperleaf Capital, LLC: IVW position timeline

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

Copperleaf Capital, LLC held 35,540 IVW 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 35,540 shares
    Change vs previous 13F -16,138 shares

    2.06% of the 13F portfolio, value $4,290,384.

    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 51,678 shares
    Change vs previous 13F +487 shares

    2.88% of the 13F portfolio, value $5,689,715.

    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 51,191 shares
    Change vs previous 13F +1,238 shares

    2.84% of the 13F portfolio, value $4,752,023.

    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 49,953 shares
    Change vs previous 13F +16,002 shares

    3.21% of the 13F portfolio, value $5,071,706.

    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 33,951 shares
    Change vs previous 13F +861 shares

    2.49% of the 13F portfolio, value $3,250,854.

    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 33,090 shares
    Change vs previous 13F +30,480 shares

    2.45% of the 13F portfolio, value $3,062,162.

    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 2,610 shares
    Change vs previous 13F -9,819 shares

    0.19% of the 13F portfolio, value $220,427.

    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 12,429 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $933,420.

    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).