Copperwynd Financial, LLC: META position timeline

Copperwynd Financial, LLC held 8,433 META 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 8,433 shares

   Change vs previous 13F +164 shares

   1.55% of the 13F portfolio, value $6,223,955.

   13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-03-31

   13F 8,269 shares

   Change vs previous 13F +166 shares

   1.31% of the 13F portfolio, value $4,765,937.

   13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 8,103 shares

   Change vs previous 13F +295 shares

   1.31% of the 13F portfolio, value $4,744,375.

   13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 7,808 shares

   Change vs previous 13F +592 shares

   1.34% of the 13F portfolio, value $4,469,330.

   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).

5. period ended2024-06-30

   13F 7,216 shares

   Change vs previous 13F -998 shares

   1.12% of the 13F portfolio, value $3,426,387.

   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).

6. period ended2024-03-31

   13F 8,214 shares

   Change vs previous 13F +436 shares

   1.44% of the 13F portfolio, value $3,988,455.

   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).

7. period ended2023-12-31

   13F 7,778 shares

   Change vs previous 13F +28 shares

   1.09% of the 13F portfolio, value $2,752,955.

   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).

8. period ended2023-09-30

   13F 7,750 shares

   Change vs previous 13F not available

   1.09% of the 13F portfolio, value $2,326,504.

   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).