Number of Shares
9,145
Previous 39,025 76.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

SELL
N/A
-29,880 Reduced 76.57%
9,145 $0
Q2 2025

Aug 11, 2025

BUY
N/A
212 Added 0.55%
39,025 $0
Q1 2025

May 14, 2025

BUY
N/A
38,813 New
38,813 $0
Track This Portfolio

Track Copperleaf Capital, LLC Portfolio

Follow Copperleaf Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copperleaf Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Copperleaf Capital, LLC with notifications on news.