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Disclosery

Cooper Financial Group: WFC position timeline

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

Cooper Financial Group held 7,211 WFC 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 7,211 shares
    Change vs previous 13F +531 shares

    0.05% of the 13F portfolio, value $577,244.

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

  2. period ended2026-06-30
    13F 6,680 shares
    Change vs previous 13F +224 shares

    0.05% of the 13F portfolio, value $552,067.

    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 6,456 shares
    Change vs previous 13F -575 shares

    0.05% of the 13F portfolio, value $513,939.

    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 7,031 shares
    Change vs previous 13F +614 shares

    0.07% of the 13F portfolio, value $655,308.

    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 6,417 shares
    Change vs previous 13F -207 shares

    0.06% of the 13F portfolio, value $537,866.

    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 6,624 shares
    Change vs previous 13F -1,273 shares

    0.06% of the 13F portfolio, value $530,754.

    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 7,897 shares
    Change vs previous 13F +2,282 shares

    0.07% of the 13F portfolio, value $566,934.

    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 5,615 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $394,395.

    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).