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Disclosery

Copperwynd Financial, LLC: VZ position timeline

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

Copperwynd Financial, LLC held 18,136 VZ 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 18,136 shares
    Change vs previous 13F -5,322 shares

    0.2% of the 13F portfolio, value $784,749.

    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 23,458 shares
    Change vs previous 13F +10,338 shares

    0.29% of the 13F portfolio, value $1,064,035.

    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 13,120 shares
    Change vs previous 13F -3,562 shares

    0.14% of the 13F portfolio, value $524,671.

    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 16,682 shares
    Change vs previous 13F -959 shares

    0.23% of the 13F portfolio, value $749,192.

    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 17,641 shares
    Change vs previous 13F +2,625 shares

    0.23% of the 13F portfolio, value $714,800.

    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 15,016 shares
    Change vs previous 13F +2,700 shares

    0.23% of the 13F portfolio, value $630,062.

    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 12,316 shares
    Change vs previous 13F -369 shares

    0.18% of the 13F portfolio, value $464,305.

    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 12,685 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $411,122.

    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).