Skip to content
Disclosery

Cooper Financial Group: WMB position timeline

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

Cooper Financial Group held 4,549 WMB 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 4,549 shares
    Change vs previous 13F +66 shares

    0.02% of the 13F portfolio, value $309,185.

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

  2. period ended2026-06-30
    13F 4,483 shares
    Change vs previous 13F +152 shares

    0.03% of the 13F portfolio, value $333,244.

    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 4,331 shares
    Change vs previous 13F +651 shares

    0.03% of the 13F portfolio, value $315,234.

    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 3,680 shares
    Change vs previous 13F -3,305 shares

    0.02% of the 13F portfolio, value $221,226.

    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 6,985 shares
    Change vs previous 13F -320 shares

    0.05% of the 13F portfolio, value $442,514.

    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 7,305 shares
    Change vs previous 13F -46 shares

    0.05% of the 13F portfolio, value $458,849.

    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 7,351 shares
    Change vs previous 13F +627 shares

    0.06% of the 13F portfolio, value $439,325.

    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 6,724 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $363,920.

    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).