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Disclosery

Copperwynd Financial, LLC: FISV position timeline

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

Copperwynd Financial, LLC held 5,736 FISV 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 5,736 shares
    Change vs previous 13F +39 shares

    0.25% of the 13F portfolio, value $988,973.

    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 5,697 shares
    Change vs previous 13F -70 shares

    0.35% of the 13F portfolio, value $1,258,106.

    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 5,767 shares
    Change vs previous 13F -69 shares

    0.33% of the 13F portfolio, value $1,184,692.

    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 5,836 shares
    Change vs previous 13F +185 shares

    0.32% of the 13F portfolio, value $1,048,468.

    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 5,651 shares
    Change vs previous 13F +249 shares

    0.3% of the 13F portfolio, value $924,362.

    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 5,402 shares
    Change vs previous 13F -129 shares

    0.31% of the 13F portfolio, value $863,375.

    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 5,531 shares
    Change vs previous 13F -2 shares

    0.29% of the 13F portfolio, value $734,761.

    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 5,533 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $625,027.

    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).