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Disclosery

Cooper Financial Group: WAFD position timeline

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

Cooper Financial Group held 9,164 WAFD 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 9,164 shares
    Change vs previous 13F +215 shares

    0.02% of the 13F portfolio, value $274,275.

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

  2. period ended2026-06-30
    13F 8,949 shares
    Change vs previous 13F -952 shares

    0.03% of the 13F portfolio, value $343,363.

    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 9,901 shares
    Change vs previous 13F +111 shares

    0.03% of the 13F portfolio, value $310,903.

    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 9,790 shares
    Change vs previous 13F +43 shares

    0.03% of the 13F portfolio, value $313,580.

    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 9,747 shares
    Change vs previous 13F -563 shares

    0.03% of the 13F portfolio, value $295,248.

    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 10,310 shares
    Change vs previous 13F -1,091 shares

    0.04% of the 13F portfolio, value $301,873.

    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 11,401 shares
    Change vs previous 13F +267 shares

    0.04% of the 13F portfolio, value $325,836.

    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 11,134 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $358,949.

    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).