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Disclosery

Cooper Financial Group: IWF position timeline

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

Cooper Financial Group held 17,166 IWF 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 17,166 shares
    Change vs previous 13F +115 shares

    0.17% of the 13F portfolio, value $2,150,196.

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

  2. period ended2026-06-30
    13F 17,051 shares
    Change vs previous 13F +11,955 shares

    0.18% of the 13F portfolio, value $2,117,167.

    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 5,096 shares
    Change vs previous 13F -151 shares

    0.22% of the 13F portfolio, value $2,172,771.

    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 5,247 shares
    Change vs previous 13F -155 shares

    0.26% of the 13F portfolio, value $2,483,569.

    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 5,402 shares
    Change vs previous 13F -77 shares

    0.28% of the 13F portfolio, value $2,530,443.

    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 5,479 shares
    Change vs previous 13F -283 shares

    0.27% of the 13F portfolio, value $2,326,335.

    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 5,762 shares
    Change vs previous 13F -563 shares

    0.27% of the 13F portfolio, value $2,080,699.

    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 6,325 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,539,917.

    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).