Notify me when Copperleaf Capital, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 114 | $208,600,206 | +$32,790,493 | -$34,766,872 | -$1,976,379 | IBIT, FBTC, CBOJ, DFAC, DCOR | 13F-HR | 28 Oct 2025, 11:13 |
| Q2 2025 | 113 | $197,638,253 | +$12,563,966 | -$2,656,662 | +$9,907,304 | IBIT, FBTC, IVV, IUSB, CBOJ | 13F-HR | 11 Aug 2025, 16:06 |
| Q1 2025 | 107 | $167,283,383 | +$28,951,076 | -$12,980,046 | +$15,971,030 | IBIT, IVV, IUSB, CBOJ, FBTC | 13F-HR | 14 May 2025, 18:59 |
| Q4 2024 | 91 | $157,852,204 | +$32,130,811 | -$9,371,257 | +$22,759,554 | IBIT, IVV, IUSB, IVW, DFAC | 13F-HR | 30 Jan 2025, 16:22 |
| Q3 2024 | 90 | $130,560,940 | +$3,029,562 | -$3,282,469 | -$252,907 | IVV, IUSB, IBIT, DFAC, QUAL | 13F-HR | 14 Nov 2024, 11:47 |
| Q2 2024 | 88 | $125,079,017 | +$19,469,648 | -$10,593,445 | +$8,876,203 | IVV, IUSB, IBIT, DFAC, QUAL | 13F-HR | 13 Aug 2024, 13:29 |
| Q1 2024 | 91 | $115,536,487 | +$19,702,021 | -$9,741,200 | +$9,960,821 | IVV, IUSB, DFAC, DCOR, EFV | 13F-HR | 14 May 2024, 14:05 |
| Q4 2023 | 79 | $98,202,440 | +$9,427,617 | -$13,009,405 | -$3,581,788 | IVV, IUSB, DFAC, DCOR, QUAL | 13F-HR | 13 Feb 2024, 17:45 |
| Q3 2023 | 88 | $92,461,175 | +$13,299,871 | -$23,900,376 | -$10,600,505 | IVV, DFAC, IUSB, EFV, QUAL | 13F-HR | 13 Nov 2023, 18:38 |
| Q2 2023 | 77 | $106,694,953 | +$18,674,050 | -$12,589,914 | +$6,084,136 | IUSB, IVV, DFAC, MBB, GOVT | 13F-HR | 11 Aug 2023, 13:29 |
| Q1 2023 | 73 | $100,616,211 | +$20,303,632 | -$7,039,513 | +$13,264,119 | IUSB, IVV, ESGU, MBB, MSFT | 13F-HR | 15 May 2023, 16:02 |
| Q4 2022 | 66 | $86,890,860 | +$12,059,850 | -$11,356,644 | +$703,206 | IVV, IUSB, ESGU, GOVT, MBB | 13F-HR | 10 Feb 2023, 12:55 |
| Q3 2022 | 68 | $90,410,000 | +$31,381,876 | -$20,102,692 | +$11,279,184 | IVV, GOVT, ESGU, IUSB, GOOGL | 13F-HR | 14 Nov 2022, 10:11 |
| Q2 2022 | 62 | $98,808,000 | +$5,535,242 | -$3,564,097 | +$1,971,145 | GOVT, ESGU, SCHJ, SPLG, MBB | 13F-HR | 12 Aug 2022, 18:41 |
| Q1 2022 | 58 | $105,617,000 | +$5,352,123 | -$968,282 | +$4,383,841 | GOVT, ESGU, SPLG, MBB, FALN | 13F-HR | 13 May 2022, 20:20 |
| Q4 2021 | 58 | $115,760,000 | +$11,224,081 | -$4,486,436 | +$6,737,645 | GOVT, ESGU, SCHJ, SPLG, MBB | 13F-HR | 11 Feb 2022, 15:05 |
| Q3 2021 | 58 | $103,909,000 | +$13,473,309 | -$10,660,067 | +$2,813,242 | ESGU, GOVT, SPLG, SCHJ, MBB | 13F-HR | 12 Nov 2021, 15:34 |
| Q2 2021 | 60 | $102,133,000 | +$4,274,064 | -$775,875 | +$3,498,189 | GOVT, SCHJ, MBB, ESGU, GOOGL | 13F-HR | 13 Aug 2021, 15:45 |
| Q1 2021 | 58 | $93,703,000 | +$31,472,024 | -$57,677,530 | -$26,205,506 | GOVT, SCHJ, MBB, ESGU, GOOGL | 13F-HR | 07 May 2021, 14:28 |
| Q4 2020 | 48 | $117,046,000 | +$52,390,575 | -$20,672,147 | +$31,718,428 | GOVT, IGSB, SPIB, ESGU, SPLB | 13F-HR | 03 Feb 2021, 17:20 |
| Q3 2020 | 53 | $103,943,000 | +$6,362,483 | -$2,342,635 | +$4,019,848 | GOVT, NEAR, IVV, IGIB, MBB | 13F-HR | 05 Nov 2020, 14:20 |
| Q2 2020 | 50 | $96,435,000 | +$7,349,880 | -$4,871,378 | +$2,478,502 | GOVT, NEAR, IGIB, IVV, MBB | 13F-HR | 08 Jul 2020, 16:50 |
| Q1 2020 | 42 | $83,270,000 | +$14,005,825 | -$9,163,209 | +$4,842,616 | GOVT, NEAR, IVV, IGIB, MBB | 13F-HR | 05 May 2020, 13:15 |
| Q4 2019 | 47 | $98,648,000 | $0 | GOVT, NEAR, IVV, ITOT, MBB | 13F-HR | 11 Feb 2020, 20:33 |