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Disclosery

Copperleaf Capital, LLC: QQQ position timeline

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

Copperleaf Capital, LLC held 3,627 QQQ 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 3,627 shares
    Change vs previous 13F +172 shares

    1.04% of the 13F portfolio, value $2,177,280.

    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 3,455 shares
    Change vs previous 13F +222 shares

    0.96% of the 13F portfolio, value $1,905,676.

    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 3,233 shares
    Change vs previous 13F -9 shares

    0.91% of the 13F portfolio, value $1,516,157.

    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 3,242 shares
    Change vs previous 13F -81 shares

    1.05% of the 13F portfolio, value $1,657,630.

    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 3,323 shares
    Change vs previous 13F -155 shares

    1.24% of the 13F portfolio, value $1,622,068.

    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 3,478 shares
    Change vs previous 13F -311 shares

    1.33% of the 13F portfolio, value $1,666,553.

    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 3,789 shares
    Change vs previous 13F -598 shares

    1.46% of the 13F portfolio, value $1,682,547.

    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 4,387 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $1,796,564.

    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).