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Disclosery

Copperwynd Financial, LLC: DRI position timeline

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

Copperwynd Financial, LLC held 5,298 DRI 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 5,298 shares
    Change vs previous 13F -121 shares

    0.29% of the 13F portfolio, value $1,154,820.

    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 5,419 shares
    Change vs previous 13F +89 shares

    0.31% of the 13F portfolio, value $1,125,844.

    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 5,330 shares
    Change vs previous 13F +163 shares

    0.27% of the 13F portfolio, value $994,986.

    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 5,167 shares
    Change vs previous 13F +115 shares

    0.26% of the 13F portfolio, value $848,045.

    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 5,052 shares
    Change vs previous 13F +505 shares

    0.24% of the 13F portfolio, value $739,105.

    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 4,547 shares
    Change vs previous 13F -54 shares

    0.27% of the 13F portfolio, value $760,020.

    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 4,601 shares
    Change vs previous 13F -9 shares

    0.3% of the 13F portfolio, value $755,889.

    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 4,610 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $660,196.

    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).