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Disclosery

Cooper Financial Group: WMT position timeline

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

Cooper Financial Group held 23,345 WMT 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 23,345 shares
    Change vs previous 13F -8,256 shares

    0.19% of the 13F portfolio, value $2,426,048.

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

  2. period ended2026-06-30
    13F 31,601 shares
    Change vs previous 13F -2,851 shares

    0.3% of the 13F portfolio, value $3,579,082.

    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 34,452 shares
    Change vs previous 13F -7,952 shares

    0.43% of the 13F portfolio, value $4,281,647.

    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 42,404 shares
    Change vs previous 13F +195 shares

    0.5% of the 13F portfolio, value $4,724,265.

    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 42,209 shares
    Change vs previous 13F +3,462 shares

    0.48% of the 13F portfolio, value $4,350,046.

    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 38,747 shares
    Change vs previous 13F -9,301 shares

    0.45% of the 13F portfolio, value $3,788,639.

    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 48,048 shares
    Change vs previous 13F +1,090 shares

    0.56% of the 13F portfolio, value $4,218,159.

    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 46,958 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,242,659.

    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).