Skip to content
Disclosery

Cooper Financial Group: WELL position timeline

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

Cooper Financial Group held 1,633 WELL 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 1,633 shares
    Change vs previous 13F -70 shares

    0.03% of the 13F portfolio, value $376,011.

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

  2. period ended2026-06-30
    13F 1,703 shares
    Change vs previous 13F +119 shares

    0.03% of the 13F portfolio, value $386,558.

    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 1,584 shares
    Change vs previous 13F +223 shares

    0.03% of the 13F portfolio, value $313,197.

    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 1,361 shares
    Change vs previous 13F +107 shares

    0.03% of the 13F portfolio, value $252,638.

    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 1,254 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $223,410.

    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).