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Disclosery

Copperwynd Financial, LLC: VTV position timeline

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

Copperwynd Financial, LLC held 135,480 VTV 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 135,480 shares
    Change vs previous 13F +7,030 shares

    5.97% of the 13F portfolio, value $23,944,821.

    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 128,450 shares
    Change vs previous 13F +5,922 shares

    6.12% of the 13F portfolio, value $22,188,537.

    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 122,528 shares
    Change vs previous 13F +6,724 shares

    5.72% of the 13F portfolio, value $20,743,990.

    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 115,804 shares
    Change vs previous 13F +5,812 shares

    6.08% of the 13F portfolio, value $20,215,855.

    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 109,992 shares
    Change vs previous 13F +13,407 shares

    6.04% of the 13F portfolio, value $18,479,800.

    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 96,585 shares
    Change vs previous 13F +4,653 shares

    5.66% of the 13F portfolio, value $15,729,801.

    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 91,932 shares
    Change vs previous 13F +6,036 shares

    5.47% of the 13F portfolio, value $13,743,802.

    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 85,896 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $11,847,585.

    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).