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Manager record

Copperleaf Capital, LLC

CIK 1802225 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$208.60MReported 13F valueQ3 2025 · as filed
114Holdings listed
+5.5%vs prior quartervalue change includes market moves
2Quarters on record
Oct 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2025Q2 2025: $197.6M$197.6MQ2 2025113 holdingsQ3 2025: $208.6M$208.6MQ3 2025114 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 28 2025 13F-HR · period Q3 2025

$208.60M · 114 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$197.64M · 113 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2025 · latest filing Oct 28, 2025 · Change methodology