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Disclosery

Copperleaf Capital, LLC: META position timeline

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

Copperleaf Capital, LLC held 3,890 META 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 3,890 shares
    Change vs previous 13F -517 shares

    1.37% of the 13F portfolio, value $2,857,075.

    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 4,407 shares
    Change vs previous 13F -174 shares

    1.65% of the 13F portfolio, value $3,253,031.

    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 4,581 shares
    Change vs previous 13F +175 shares

    1.58% of the 13F portfolio, value $2,640,464.

    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 4,406 shares
    Change vs previous 13F +415 shares

    1.63% of the 13F portfolio, value $2,579,854.

    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 3,991 shares
    Change vs previous 13F +34 shares

    1.75% of the 13F portfolio, value $2,284,811.

    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 3,957 shares
    Change vs previous 13F +253 shares

    1.6% of the 13F portfolio, value $1,995,321.

    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 3,704 shares
    Change vs previous 13F -573 shares

    1.56% of the 13F portfolio, value $1,798,644.

    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 4,277 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,513,887.

    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).