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Copperwynd Financial, LLC: AAPL position timeline

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

Copperwynd Financial, LLC held 61,907 AAPL shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 61,907 shares
    Change vs previous 13F +10,955 shares

    3.17% of the 13F portfolio, value $12,701,428.

    13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 50,952 shares
    Change vs previous 13F +924 shares

    3.12% of the 13F portfolio, value $11,317,973.

    13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 50,028 shares
    Change vs previous 13F +5,723 shares

    3.46% of the 13F portfolio, value $12,527,965.

    13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 44,305 shares
    Change vs previous 13F +2,768 shares

    3.11% of the 13F portfolio, value $10,322,978.

    13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 41,537 shares
    Change vs previous 13F +9,572 shares

    3.01% of the 13F portfolio, value $9,224,609.

    13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 31,965 shares
    Change vs previous 13F +1,027 shares

    1.97% of the 13F portfolio, value $5,481,368.

    13F-HR 0001687832-24-000002 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 30,938 shares
    Change vs previous 13F +2,755 shares

    2.37% of the 13F portfolio, value $5,956,515.

    13F-HR 0001687832-24-000001 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 28,183 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $4,825,275.

    13F-HR 0001687832-23-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).