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Disclosery

Copperwynd Financial, LLC: PM position timeline

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

Copperwynd Financial, LLC held 21,244 PM 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 21,244 shares
    Change vs previous 13F -292 shares

    0.97% of the 13F portfolio, value $3,869,193.

    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 21,536 shares
    Change vs previous 13F +2,408 shares

    0.94% of the 13F portfolio, value $3,418,343.

    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 19,128 shares
    Change vs previous 13F +2,296 shares

    0.64% of the 13F portfolio, value $2,302,030.

    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 16,832 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,043,405.

    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).