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Disclosery

Copperwynd Financial, LLC: VOO position timeline

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

Copperwynd Financial, LLC held 11,880 VOO 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 11,880 shares
    Change vs previous 13F +10,421 shares

    1.68% of the 13F portfolio, value $6,748,165.

    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 1,459 shares
    Change vs previous 13F -21,406 shares

    0.21% of the 13F portfolio, value $749,767.

    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 22,865 shares
    Change vs previous 13F +1,547 shares

    3.4% of the 13F portfolio, value $12,319,750.

    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 21,318 shares
    Change vs previous 13F +1,712 shares

    3.39% of the 13F portfolio, value $11,248,643.

    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 19,606 shares
    Change vs previous 13F +298 shares

    3.24% of the 13F portfolio, value $9,919,448.

    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 19,308 shares
    Change vs previous 13F +695 shares

    3.34% of the 13F portfolio, value $9,281,562.

    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 18,613 shares
    Change vs previous 13F +1,127 shares

    3.23% of the 13F portfolio, value $8,130,294.

    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 17,486 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $6,866,752.

    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).