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Disclosery

Copperwynd Financial, LLC: IVV position timeline

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

Copperwynd Financial, LLC held 438 IVV 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 438 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $272,040.

    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 538 shares
    Change vs previous 13F -19,591 shares

    0.08% of the 13F portfolio, value $302,380.

    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 20,129 shares
    Change vs previous 13F +1,294 shares

    3.27% of the 13F portfolio, value $11,849,557.

    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 18,835 shares
    Change vs previous 13F +1,277 shares

    3.27% of the 13F portfolio, value $10,864,592.

    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 17,558 shares
    Change vs previous 13F +16,805 shares

    3.17% of the 13F portfolio, value $9,715,269.

    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 753 shares
    Change vs previous 13F +141 shares

    0.14% of the 13F portfolio, value $395,925.

    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 612 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $292,355.

    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 612 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $262,852.

    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).