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Disclosery

Copperwynd Financial, LLC: QQQ position timeline

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

Copperwynd Financial, LLC held 1,054 QQQ 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 1,054 shares
    Change vs previous 13F -52,174 shares

    0.15% of the 13F portfolio, value $581,392.

    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 53,228 shares
    Change vs previous 13F -1,230 shares

    6.88% of the 13F portfolio, value $24,959,468.

    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 54,458 shares
    Change vs previous 13F +2,763 shares

    7.68% of the 13F portfolio, value $27,840,342.

    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 51,695 shares
    Change vs previous 13F -2,290 shares

    7.59% of the 13F portfolio, value $25,230,969.

    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 53,985 shares
    Change vs previous 13F +2,448 shares

    8.31% of the 13F portfolio, value $25,430,501.

    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 51,537 shares
    Change vs previous 13F -1,630 shares

    8.23% of the 13F portfolio, value $22,882,950.

    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 53,167 shares
    Change vs previous 13F -1,394 shares

    8.66% of the 13F portfolio, value $21,772,950.

    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 54,561 shares
    Change vs previous 13F not available

    9.18% of the 13F portfolio, value $19,547,569.

    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).