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Disclosery

Copperwynd Financial, LLC: IWB position timeline

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

Copperwynd Financial, LLC held 85,117 IWB 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 85,117 shares
    Change vs previous 13F +4,127 shares

    7.21% of the 13F portfolio, value $28,903,254.

    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 80,990 shares
    Change vs previous 13F +3,291 shares

    6.85% of the 13F portfolio, value $24,843,014.

    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 77,699 shares
    Change vs previous 13F +3,503 shares

    6.91% of the 13F portfolio, value $25,031,474.

    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 74,196 shares
    Change vs previous 13F +3,607 shares

    7.02% of the 13F portfolio, value $23,326,483.

    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 70,589 shares
    Change vs previous 13F +7,833 shares

    6.96% of the 13F portfolio, value $21,310,754.

    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 62,756 shares
    Change vs previous 13F +1,952 shares

    6.5% of the 13F portfolio, value $18,075,749.

    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 60,804 shares
    Change vs previous 13F +3,073 shares

    6.34% of the 13F portfolio, value $15,946,450.

    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 57,731 shares
    Change vs previous 13F not available

    6.37% of the 13F portfolio, value $13,561,654.

    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).