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Disclosery

Copperwynd Financial, LLC: NOW position timeline

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

Copperwynd Financial, LLC held 1,287 NOW 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 1,287 shares
    Change vs previous 13F -122 shares

    0.33% of the 13F portfolio, value $1,323,139.

    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 1,409 shares
    Change vs previous 13F +48 shares

    0.31% of the 13F portfolio, value $1,121,761.

    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 1,361 shares
    Change vs previous 13F -36 shares

    0.4% of the 13F portfolio, value $1,442,823.

    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 1,397 shares
    Change vs previous 13F +140 shares

    0.38% of the 13F portfolio, value $1,249,463.

    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 1,257 shares
    Change vs previous 13F +300 shares

    0.33% of the 13F portfolio, value $1,023,688.

    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 957 shares
    Change vs previous 13F +56 shares

    0.26% of the 13F portfolio, value $729,617.

    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 901 shares
    Change vs previous 13F -48 shares

    0.25% of the 13F portfolio, value $636,547.

    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 949 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $530,453.

    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).