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Disclosery

Cooper Financial Group: IYW position timeline

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

Cooper Financial Group held 4,272 IYW 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 4,272 shares
    Change vs previous 13F -48 shares

    0.09% of the 13F portfolio, value $1,131,678.

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

  2. period ended2026-06-30
    13F 4,320 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $1,089,606.

    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 4,319 shares
    Change vs previous 13F -1,840 shares

    0.08% of the 13F portfolio, value $783,642.

    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 6,159 shares
    Change vs previous 13F -568 shares

    0.13% of the 13F portfolio, value $1,229,896.

    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 6,727 shares
    Change vs previous 13F -86 shares

    0.15% of the 13F portfolio, value $1,317,505.

    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 6,813 shares
    Change vs previous 13F -2,693 shares

    0.14% of the 13F portfolio, value $1,180,567.

    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 9,506 shares
    Change vs previous 13F +1,354 shares

    0.18% of the 13F portfolio, value $1,335,082.

    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 8,152 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,300,389.

    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).