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Disclosery

Cooper Financial Group: WT position timeline

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

Cooper Financial Group held 10,416 WT 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 10,416 shares
    Change vs previous 13F -1,776 shares

    0.02% of the 13F portfolio, value $253,005.

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

  2. period ended2026-06-30
    13F 12,192 shares
    Change vs previous 13F +255 shares

    0.02% of the 13F portfolio, value $206,532.

    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 11,937 shares
    Change vs previous 13F -912 shares

    0.02% of the 13F portfolio, value $173,803.

    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 12,849 shares
    Change vs previous 13F +799 shares

    0.02% of the 13F portfolio, value $156,629.

    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 12,050 shares
    Change vs previous 13F +67 shares

    0.02% of the 13F portfolio, value $167,495.

    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 11,983 shares
    Change vs previous 13F +605 shares

    0.02% of the 13F portfolio, value $137,924.

    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 11,378 shares
    Change vs previous 13F +797 shares

    0.01% of the 13F portfolio, value $101,489.

    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 10,581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $111,101.

    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).