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Disclosery

Copperleaf Capital, LLC: MA position timeline

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

Copperleaf Capital, LLC held 1,971 MA 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 1,971 shares
    Change vs previous 13F -1,738 shares

    0.54% of the 13F portfolio, value $1,121,163.

    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 3,709 shares
    Change vs previous 13F -30 shares

    1.05% of the 13F portfolio, value $2,084,248.

    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 3,739 shares
    Change vs previous 13F -90 shares

    1.23% of the 13F portfolio, value $2,049,409.

    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 3,829 shares
    Change vs previous 13F +477 shares

    1.28% of the 13F portfolio, value $2,016,199.

    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 3,352 shares
    Change vs previous 13F -67 shares

    1.27% of the 13F portfolio, value $1,655,161.

    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 3,419 shares
    Change vs previous 13F +108 shares

    1.21% of the 13F portfolio, value $1,508,258.

    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 3,311 shares
    Change vs previous 13F -292 shares

    1.38% of the 13F portfolio, value $1,594,386.

    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 3,603 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,536,614.

    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).