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Disclosery

Copperleaf Capital, LLC: PM position timeline

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

Copperleaf Capital, LLC held 7,169 PM 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 7,169 shares
    Change vs previous 13F +763 shares

    0.56% of the 13F portfolio, value $1,162,732.

    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 6,406 shares
    Change vs previous 13F +671 shares

    0.59% of the 13F portfolio, value $1,166,636.

    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 5,735 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $910,237.

    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).