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Copperleaf Capital, LLC: IYW position timeline

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

Copperleaf Capital, LLC held 7,088 IYW 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 7,088 shares
    Change vs previous 13F -4,417 shares

    0.67% of the 13F portfolio, value $1,388,309.

    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 11,505 shares
    Change vs previous 13F +104 shares

    1.01% of the 13F portfolio, value $1,993,508.

    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 11,401 shares
    Change vs previous 13F +705 shares

    0.96% of the 13F portfolio, value $1,601,146.

    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 10,696 shares
    Change vs previous 13F -2,419 shares

    1.08% of the 13F portfolio, value $1,706,168.

    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 13,115 shares
    Change vs previous 13F +140 shares

    1.52% of the 13F portfolio, value $1,988,558.

    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 12,975 shares
    Change vs previous 13F +2,646 shares

    1.56% of the 13F portfolio, value $1,952,728.

    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 10,329 shares
    Change vs previous 13F +343 shares

    1.21% of the 13F portfolio, value $1,394,980.

    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 9,986 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,225,820.

    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).