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Disclosery

Cooper Financial Group: IWD position timeline

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

Cooper Financial Group held 6,357 IWD 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 6,357 shares
    Change vs previous 13F -50 shares

    0.13% of the 13F portfolio, value $1,575,997.

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

  2. period ended2026-06-30
    13F 6,407 shares
    Change vs previous 13F -5,053 shares

    0.13% of the 13F portfolio, value $1,553,330.

    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 11,460 shares
    Change vs previous 13F +3,758 shares

    0.25% of the 13F portfolio, value $2,448,628.

    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 7,702 shares
    Change vs previous 13F -68 shares

    0.17% of the 13F portfolio, value $1,620,084.

    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 7,770 shares
    Change vs previous 13F -140 shares

    0.18% of the 13F portfolio, value $1,581,927.

    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 7,910 shares
    Change vs previous 13F -301 shares

    0.18% of the 13F portfolio, value $1,536,354.

    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 8,211 shares
    Change vs previous 13F -147 shares

    0.2% of the 13F portfolio, value $1,544,946.

    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 8,358 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,547,400.

    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).