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Disclosery

Copperwynd Financial, LLC: SCHA position timeline

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

Copperwynd Financial, LLC held 261,078 SCHA 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 261,078 shares
    Change vs previous 13F +19,696 shares

    1.65% of the 13F portfolio, value $6,605,264.

    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 241,382 shares
    Change vs previous 13F +10,667 shares

    1.56% of the 13F portfolio, value $5,655,588.

    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 230,715 shares
    Change vs previous 13F +121,228 shares

    1.65% of the 13F portfolio, value $5,966,296.

    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 109,487 shares
    Change vs previous 13F +6,398 shares

    1.7% of the 13F portfolio, value $5,638,604.

    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 103,089 shares
    Change vs previous 13F +15,685 shares

    1.73% of the 13F portfolio, value $5,301,842.

    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 87,404 shares
    Change vs previous 13F +6,533 shares

    1.55% of the 13F portfolio, value $4,303,756.

    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 80,871 shares
    Change vs previous 13F +6,885 shares

    1.52% of the 13F portfolio, value $3,820,339.

    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 73,986 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $3,064,481.

    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).