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Disclosery

Copperwynd Financial, LLC: CBRE position timeline

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

Copperwynd Financial, LLC held 6,040 CBRE 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 6,040 shares
    Change vs previous 13F +63 shares

    0.21% of the 13F portfolio, value $846,325.

    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 5,977 shares
    Change vs previous 13F +623 shares

    0.22% of the 13F portfolio, value $781,672.

    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 5,354 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $702,927.

    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).