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Disclosery

Copperleaf Capital, LLC: MSFT position timeline

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

Copperleaf Capital, LLC held 6,048 MSFT 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 6,048 shares
    Change vs previous 13F -255 shares

    1.5% of the 13F portfolio, value $3,132,755.

    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 6,303 shares
    Change vs previous 13F -272 shares

    1.59% of the 13F portfolio, value $3,135,323.

    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 6,575 shares
    Change vs previous 13F +104 shares

    1.48% of the 13F portfolio, value $2,468,267.

    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 6,471 shares
    Change vs previous 13F +805 shares

    1.73% of the 13F portfolio, value $2,727,568.

    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 5,666 shares
    Change vs previous 13F -16 shares

    1.87% of the 13F portfolio, value $2,437,934.

    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 5,682 shares
    Change vs previous 13F +174 shares

    2.03% of the 13F portfolio, value $2,539,387.

    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 5,508 shares
    Change vs previous 13F -977 shares

    2.01% of the 13F portfolio, value $2,317,126.

    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 6,485 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $2,438,790.

    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).