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Disclosery

Copperleaf Capital, LLC: VTI position timeline

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

Copperleaf Capital, LLC held 7,819 VTI 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 7,819 shares
    Change vs previous 13F -46 shares

    1.23% of the 13F portfolio, value $2,566,101.

    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 7,865 shares
    Change vs previous 13F +486 shares

    1.21% of the 13F portfolio, value $2,390,525.

    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 7,379 shares
    Change vs previous 13F +1,274 shares

    1.21% of the 13F portfolio, value $2,028,037.

    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 6,105 shares
    Change vs previous 13F +279 shares

    1.12% of the 13F portfolio, value $1,769,267.

    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 5,826 shares
    Change vs previous 13F +1,828 shares

    1.26% of the 13F portfolio, value $1,649,641.

    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 3,998 shares
    Change vs previous 13F -690 shares

    0.86% of the 13F portfolio, value $1,069,458.

    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 4,688 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $1,218,366.

    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 4,688 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,112,046.

    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).