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Copperwynd Financial, LLC: DHR position timeline

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

Copperwynd Financial, LLC held 4,034 DHR 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 4,034 shares
    Change vs previous 13F +138 shares

    0.2% of the 13F portfolio, value $796,898.

    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 3,896 shares
    Change vs previous 13F +799 shares

    0.22% of the 13F portfolio, value $798,588.

    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 3,097 shares
    Change vs previous 13F -475 shares

    0.2% of the 13F portfolio, value $710,950.

    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 3,572 shares
    Change vs previous 13F +283 shares

    0.3% of the 13F portfolio, value $993,045.

    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 3,289 shares
    Change vs previous 13F +221 shares

    0.3% of the 13F portfolio, value $911,273.

    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 3,068 shares
    Change vs previous 13F +32 shares

    0.28% of the 13F portfolio, value $766,237.

    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 3,036 shares
    Change vs previous 13F +171 shares

    0.28% of the 13F portfolio, value $702,403.

    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 2,865 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $710,866.

    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).