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Disclosery

Cooper Financial Group: IVW position timeline

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

Cooper Financial Group held 10,723 IVW 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 10,723 shares
    Change vs previous 13F -141 shares

    0.12% of the 13F portfolio, value $1,525,495.

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

  2. period ended2026-06-30
    13F 10,864 shares
    Change vs previous 13F +80 shares

    0.12% of the 13F portfolio, value $1,494,166.

    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 10,784 shares
    Change vs previous 13F +28 shares

    0.12% of the 13F portfolio, value $1,219,763.

    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 10,756 shares
    Change vs previous 13F -1,068 shares

    0.14% of the 13F portfolio, value $1,325,799.

    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 11,824 shares
    Change vs previous 13F -409 shares

    0.16% of the 13F portfolio, value $1,427,377.

    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 12,233 shares
    Change vs previous 13F -11,522 shares

    0.16% of the 13F portfolio, value $1,346,874.

    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).

  7. period ended2025-03-31
    13F 23,755 shares
    Change vs previous 13F +6,454 shares

    0.29% of the 13F portfolio, value $2,205,139.

    13F-HR 0001214659-25-007409 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).

  8. period ended2024-12-31
    13F 17,301 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,756,569.

    13F-HR 0001214659-25-000471 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).