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Disclosery

Cooper Financial Group: WTMF position timeline

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

Cooper Financial Group held 15,286 WTMF 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 15,286 shares
    Change vs previous 13F +176 shares

    0.05% of the 13F portfolio, value $644,898.

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

  2. period ended2026-06-30
    13F 15,110 shares
    Change vs previous 13F -925 shares

    0.05% of the 13F portfolio, value $617,233.

    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 16,035 shares
    Change vs previous 13F -238 shares

    0.06% of the 13F portfolio, value $636,347.

    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 16,273 shares
    Change vs previous 13F +308 shares

    0.07% of the 13F portfolio, value $618,693.

    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 15,965 shares
    Change vs previous 13F +386 shares

    0.07% of the 13F portfolio, value $604,824.

    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 15,579 shares
    Change vs previous 13F -3,343 shares

    0.06% of the 13F portfolio, value $550,019.

    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 18,922 shares
    Change vs previous 13F +2,222 shares

    0.09% of the 13F portfolio, value $645,793.

    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 16,700 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $583,316.

    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).