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Disclosery

Copperwynd Financial, LLC: BRO position timeline

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

Copperwynd Financial, LLC held 2,394 BRO 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 2,394 shares
    Change vs previous 13F +136 shares

    0.07% of the 13F portfolio, value $265,398.

    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 2,258 shares
    Change vs previous 13F -364 shares

    0.08% of the 13F portfolio, value $280,951.

    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 2,622 shares
    Change vs previous 13F +52 shares

    0.07% of the 13F portfolio, value $267,507.

    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 2,570 shares
    Change vs previous 13F -202 shares

    0.08% of the 13F portfolio, value $266,257.

    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 2,772 shares
    Change vs previous 13F +126 shares

    0.09% of the 13F portfolio, value $275,622.

    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 2,646 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $231,631.

    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).