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Copperleaf Capital, LLC: LYG position timeline

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

Copperleaf Capital, LLC held 51,645 LYG 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 51,645 shares
    Change vs previous 13F +14,606 shares

    0.11% of the 13F portfolio, value $234,467.

    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 37,039 shares
    Change vs previous 13F +4,763 shares

    0.08% of the 13F portfolio, value $157,417.

    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 32,276 shares
    Change vs previous 13F +5,375 shares

    0.07% of the 13F portfolio, value $123,294.

    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 26,901 shares
    Change vs previous 13F +2,260 shares

    0.05% of the 13F portfolio, value $73,171.

    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 24,641 shares
    Change vs previous 13F -2,950 shares

    0.06% of the 13F portfolio, value $76,880.

    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 27,591 shares
    Change vs previous 13F -2,153 shares

    0.06% of the 13F portfolio, value $75,323.

    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 29,744 shares
    Change vs previous 13F +1,516 shares

    0.07% of the 13F portfolio, value $77,037.

    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 28,228 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $67,465.

    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).