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Disclosery

Copperwynd Financial, LLC: SPY position timeline

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

Copperwynd Financial, LLC held 10,897 SPY 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 10,897 shares
    Change vs previous 13F -24,786 shares

    1.68% of the 13F portfolio, value $6,732,523.

    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 35,683 shares
    Change vs previous 13F -1,734 shares

    5.51% of the 13F portfolio, value $19,960,917.

    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 37,417 shares
    Change vs previous 13F -1,238 shares

    6.05% of the 13F portfolio, value $21,929,420.

    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 38,655 shares
    Change vs previous 13F +4,276 shares

    6.67% of the 13F portfolio, value $22,178,765.

    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 34,379 shares
    Change vs previous 13F -15,195 shares

    6.19% of the 13F portfolio, value $18,936,190.

    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 49,574 shares
    Change vs previous 13F +2,607 shares

    9.33% of the 13F portfolio, value $25,930,477.

    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 46,967 shares
    Change vs previous 13F -118 shares

    8.88% of the 13F portfolio, value $22,324,059.

    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 47,085 shares
    Change vs previous 13F not available

    9.45% of the 13F portfolio, value $20,127,715.

    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).