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Cooper Financial Group: HWM position timeline

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

Cooper Financial Group held 2,633 HWM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,633 shares
    Change vs previous 13F +244 shares

    0.05% of the 13F portfolio, value $595,592.

    13F-HR 0001214659-26-012638 filed by Cooper Financial Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,389 shares
    Change vs previous 13F -51 shares

    0.05% of the 13F portfolio, value $642,287.

    13F-HR 0001214659-26-008330 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,440 shares
    Change vs previous 13F +75 shares

    0.06% of the 13F portfolio, value $562,335.

    13F-HR 0001214659-26-004376 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,365 shares
    Change vs previous 13F +105 shares

    0.05% of the 13F portfolio, value $484,881.

    13F-HR 0001214659-26-000245 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,260 shares
    Change vs previous 13F +784 shares

    0.05% of the 13F portfolio, value $443,484.

    13F-HR 0001214659-25-014742 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,476 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $274,728.

    13F-HR 0001214659-25-010548 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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