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Disclosery

Copperwynd Financial, LLC: MSFT position timeline

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

Copperwynd Financial, LLC held 10,917 MSFT 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 10,917 shares
    Change vs previous 13F -142 shares

    1.35% of the 13F portfolio, value $5,430,422.

    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 11,059 shares
    Change vs previous 13F -985 shares

    1.15% of the 13F portfolio, value $4,151,431.

    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 12,044 shares
    Change vs previous 13F +3,098 shares

    1.4% of the 13F portfolio, value $5,076,497.

    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 8,946 shares
    Change vs previous 13F +956 shares

    1.16% of the 13F portfolio, value $3,849,363.

    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 7,990 shares
    Change vs previous 13F +1,036 shares

    1.09% of the 13F portfolio, value $3,342,532.

    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 6,954 shares
    Change vs previous 13F +977 shares

    1.05% of the 13F portfolio, value $2,925,831.

    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 5,977 shares
    Change vs previous 13F -61 shares

    0.89% of the 13F portfolio, value $2,247,487.

    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 6,038 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,906,632.

    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).