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Copperleaf Capital, LLC: QUAL position timeline

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

Copperleaf Capital, LLC held 23,186 QUAL 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 23,186 shares
    Change vs previous 13F -4,870 shares

    2.16% of the 13F portfolio, value $4,509,638.

    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 28,056 shares
    Change vs previous 13F +798 shares

    2.6% of the 13F portfolio, value $5,129,150.

    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 27,258 shares
    Change vs previous 13F +3,402 shares

    2.78% of the 13F portfolio, value $4,658,140.

    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 23,856 shares
    Change vs previous 13F +1,167 shares

    2.69% of the 13F portfolio, value $4,248,202.

    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 22,689 shares
    Change vs previous 13F -406 shares

    3.12% of the 13F portfolio, value $4,068,117.

    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 23,095 shares
    Change vs previous 13F +8,696 shares

    3.15% of the 13F portfolio, value $3,943,634.

    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 14,399 shares
    Change vs previous 13F -6,920 shares

    2.05% of the 13F portfolio, value $2,366,548.

    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 21,319 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $3,136,908.

    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).