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Disclosery

Cooper Financial Group: IWP position timeline

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

Cooper Financial Group held 17,900 IWP 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 17,900 shares
    Change vs previous 13F +1,237 shares

    0.2% of the 13F portfolio, value $2,464,468.

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

  2. period ended2026-06-30
    13F 16,663 shares
    Change vs previous 13F +2,400 shares

    0.2% of the 13F portfolio, value $2,439,680.

    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 14,263 shares
    Change vs previous 13F -213 shares

    0.18% of the 13F portfolio, value $1,827,316.

    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 14,476 shares
    Change vs previous 13F -1,089 shares

    0.21% of the 13F portfolio, value $1,982,399.

    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 15,565 shares
    Change vs previous 13F -357 shares

    0.25% of the 13F portfolio, value $2,216,661.

    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 15,922 shares
    Change vs previous 13F -1,331 shares

    0.26% of the 13F portfolio, value $2,208,126.

    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 17,253 shares
    Change vs previous 13F +14,442 shares

    0.27% of the 13F portfolio, value $2,026,998.

    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 2,811 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $356,262.

    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).