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COOPER/HAIMS ADVISORS, LLC: SPY position timeline

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

COOPER/HAIMS ADVISORS, LLC held 4,350 SPY 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 4,350 shares
    Change vs previous 13F +5 shares

    1.4% of the 13F portfolio, value $3,248,269.

    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 4,345 shares
    Change vs previous 13F -102 shares

    1.33% of the 13F portfolio, value $2,825,784.

    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 4,447 shares
    Change vs previous 13F +7 shares

    1.38% of the 13F portfolio, value $3,032,811.

    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 4,440 shares
    Change vs previous 13F -89 shares

    1.38% of the 13F portfolio, value $2,957,994.

    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 4,529 shares
    Change vs previous 13F +68 shares

    1.38% of the 13F portfolio, value $2,798,167.

    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 4,461 shares
    Change vs previous 13F +8 shares

    1.35% of the 13F portfolio, value $2,495,350.

    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 4,453 shares
    Change vs previous 13F -142 shares

    1.48% of the 13F portfolio, value $2,609,693.

    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 4,595 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,636,296.

    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).