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Disclosery

Copperwynd Financial, LLC: VTI position timeline

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

Copperwynd Financial, LLC held 972 VTI 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 972 shares
    Change vs previous 13F -16,776 shares

    0.07% of the 13F portfolio, value $295,297.

    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 17,748 shares
    Change vs previous 13F -394 shares

    1.35% of the 13F portfolio, value $4,877,908.

    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 18,142 shares
    Change vs previous 13F -1,242 shares

    1.45% of the 13F portfolio, value $5,257,712.

    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 19,384 shares
    Change vs previous 13F -423 shares

    1.65% of the 13F portfolio, value $5,488,777.

    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 19,807 shares
    Change vs previous 13F +1,766 shares

    1.76% of the 13F portfolio, value $5,398,797.

    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 18,041 shares
    Change vs previous 13F -588 shares

    1.69% of the 13F portfolio, value $4,688,984.

    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 18,629 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $4,419,104.

    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).