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COOPER/HAIMS ADVISORS, LLC: DFGR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COOPER/HAIMS ADVISORS, LLC on DFGR, newest first. How the timeline and the estimate are built.

COOPER/HAIMS ADVISORS, LLC held 154,325 DFGR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,325 shares
    Change vs previous 13F +1,436 shares

    1.92% of the 13F portfolio, value $4,470,786.

    13F-HR 0001654033-26-000004 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 152,889 shares
    Change vs previous 13F +6,033 shares

    1.91% of the 13F portfolio, value $4,063,798.

    13F-HR 0001654033-26-000003 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 146,856 shares
    Change vs previous 13F +10,322 shares

    1.76% of the 13F portfolio, value $3,879,935.

    13F-HR 0001654033-26-000001 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 136,534 shares
    Change vs previous 13F +8,974 shares

    1.74% of the 13F portfolio, value $3,728,757.

    13F-HR 0001654033-25-000010 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 127,560 shares
    Change vs previous 13F +4,048 shares

    1.69% of the 13F portfolio, value $3,422,430.

    13F-HR 0001654033-25-000009 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 123,512 shares
    Change vs previous 13F +8,417 shares

    1.76% of the 13F portfolio, value $3,243,413.

    13F-HR 0001654033-25-000003 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 115,095 shares
    Change vs previous 13F +16,271 shares

    1.67% of the 13F portfolio, value $2,939,523.

    13F-HR 0001654033-25-000001 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 98,824 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,852,055.

    13F-HR 0001654033-24-000007 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).