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Disclosery

Copperleaf Capital, LLC: TLT position timeline

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

Copperleaf Capital, LLC held 0 TLT 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 0 shares
    Change vs previous 13F -2,619 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,619 shares
    Change vs previous 13F -335 shares

    0.12% of the 13F portfolio, value $231,154.

    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 2,954 shares
    Change vs previous 13F -5,330 shares

    0.16% of the 13F portfolio, value $268,930.

    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 8,284 shares
    Change vs previous 13F -1,752 shares

    0.46% of the 13F portfolio, value $723,431.

    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 10,036 shares
    Change vs previous 13F +331 shares

    0.75% of the 13F portfolio, value $984,487.

    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 9,705 shares
    Change vs previous 13F -681 shares

    0.71% of the 13F portfolio, value $890,763.

    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 10,386 shares
    Change vs previous 13F -1,773 shares

    0.85% of the 13F portfolio, value $982,698.

    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 12,159 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,202,280.

    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).