| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 7.6% |
| ISHARES TR | 20 | Q3 2023 | 12.4% |
| AMAZON COM INC | 20 | Q3 2023 | 4.9% |
| MICROSOFT CORP | 20 | Q3 2023 | 4.5% |
| TESLA INC | 20 | Q3 2023 | 5.9% |
| ISHARES TR | 20 | Q3 2023 | 3.3% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 2.2% |
| ALPHABET INC | 20 | Q3 2023 | 1.9% |
| ISHARES TR | 20 | Q3 2023 | 1.4% |
| BOEING CO | 20 | Q3 2023 | 1.4% |
View Cooper Financial Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-11 |
| 13F-HR/A | 2022-04-25 |
| 13F-HR | 2022-04-12 |
View Cooper Financial Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.