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Disclosery

Copperleaf Capital, LLC: VOO position timeline

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

Copperleaf Capital, LLC held 5,077 VOO 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 5,077 shares
    Change vs previous 13F -131 shares

    1.49% of the 13F portfolio, value $3,109,218.

    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 5,208 shares
    Change vs previous 13F +390 shares

    1.5% of the 13F portfolio, value $2,958,226.

    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 4,818 shares
    Change vs previous 13F +1,336 shares

    1.48% of the 13F portfolio, value $2,475,891.

    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 3,482 shares
    Change vs previous 13F +147 shares

    1.19% of the 13F portfolio, value $1,876,174.

    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 3,335 shares
    Change vs previous 13F -101 shares

    1.35% of the 13F portfolio, value $1,759,816.

    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 3,436 shares
    Change vs previous 13F -546 shares

    1.37% of the 13F portfolio, value $1,718,482.

    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 3,982 shares
    Change vs previous 13F -731 shares

    1.66% of the 13F portfolio, value $1,914,181.

    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 4,713 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $2,058,782.

    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).