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Disclosery

Cooper Capital Advisors LLC: TAXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cooper Capital Advisors LLC on TAXF, newest first. How the timeline and the estimate are built.

Cooper Capital Advisors LLC held 34,400 TAXF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,400 shares
    Change vs previous 13F +4,000 shares

    0.76% of the 13F portfolio, value $1,748,724.

    13F-HR 0001172661-26-002750 filed by Cooper Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,400 shares
    Change vs previous 13F +30,400 shares

    1.06% of the 13F portfolio, value $1,521,520.

    13F-HR 0001172661-26-001661 filed by Cooper Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -114,757 shares

    13F-HR 0001172661-25-001546 filed by Cooper Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 114,757 shares
    Change vs previous 13F not available

    5.97% of the 13F portfolio, value $5,753,916.

    13F-HR 0001172661-25-001483 filed by Cooper Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).