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Disclosery

Copperwynd Financial, LLC: TMO position timeline

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

Copperwynd Financial, LLC held 4,031 TMO 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 4,031 shares
    Change vs previous 13F +601 shares

    0.41% of the 13F portfolio, value $1,634,221.

    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 3,430 shares
    Change vs previous 13F +1,020 shares

    0.47% of the 13F portfolio, value $1,706,948.

    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 2,410 shares
    Change vs previous 13F -737 shares

    0.35% of the 13F portfolio, value $1,253,878.

    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 3,147 shares
    Change vs previous 13F +187 shares

    0.59% of the 13F portfolio, value $1,946,794.

    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 2,960 shares
    Change vs previous 13F +356 shares

    0.59% of the 13F portfolio, value $1,815,639.

    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 2,604 shares
    Change vs previous 13F +191 shares

    0.54% of the 13F portfolio, value $1,513,470.

    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 2,413 shares
    Change vs previous 13F +135 shares

    0.51% of the 13F portfolio, value $1,280,765.

    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 2,278 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,153,148.

    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).