Copperwynd Financial, LLC: IWF position timeline

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

Copperwynd Financial, LLC held 0 IWF shares at 2024-09-30 per its 13F-HR filed 2024-11-04.

the latest 13F is the newest step

period ended2024-09-30
13F 0 shares
Change vs previous 13F -29,057 shares
13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-06-30
13F 29,057 shares
Change vs previous 13F +2,519 shares
3.4% of the 13F portfolio, value $10,407,786.
13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
Filed 2024-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 26,538 shares
Change vs previous 13F +913 shares
3.22% of the 13F portfolio, value $8,944,465.
13F-HR 0001687832-24-000002 filed by Copperwynd Financial, LLC
Filed 2024-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 25,625 shares
Change vs previous 13F +599 shares
3.09% of the 13F portfolio, value $7,768,677.
13F-HR 0001687832-24-000001 filed by Copperwynd Financial, LLC
Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 25,026 shares
Change vs previous 13F not available
3.13% of the 13F portfolio, value $6,656,666.
13F-HR 0001687832-23-000003 filed by Copperwynd Financial, LLC
Filed 2023-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).