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Disclosery

Copperleaf Capital, LLC: V position timeline

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

Copperleaf Capital, LLC held 3,238 V 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 3,238 shares
    Change vs previous 13F -2,159 shares

    0.53% of the 13F portfolio, value $1,105,454.

    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 5,397 shares
    Change vs previous 13F +25 shares

    0.97% of the 13F portfolio, value $1,916,254.

    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 5,372 shares
    Change vs previous 13F -184 shares

    1.13% of the 13F portfolio, value $1,882,694.

    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 5,556 shares
    Change vs previous 13F +807 shares

    1.11% of the 13F portfolio, value $1,755,911.

    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 4,749 shares
    Change vs previous 13F -101 shares

    1% of the 13F portfolio, value $1,305,706.

    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 4,850 shares
    Change vs previous 13F -15 shares

    1.02% of the 13F portfolio, value $1,272,931.

    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 4,865 shares
    Change vs previous 13F +138 shares

    1.18% of the 13F portfolio, value $1,357,652.

    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 4,727 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,230,589.

    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).