• 13F History

COOPER/HAIMS ADVISORS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$176M
Signature - Title
Daniel Jones - Managing Director - Cooper Haims
Location
Victor, NY
Summary
This page shows a list of all the recent 13F filings made by COOPER/HAIMS ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. COOPER/HAIMS ADVISORS, LLC reported 78 stock holdings with total value $176M as of Q4 2024. Top holdings included SCHE, VGK, IVV, JCPB, and REET.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 78 $176M +$15.9M -$3.67M +$12.2M SCHE, VGK, IVV, JCPB, REET 13F-HR 2/13/2025, 09:45 AM
Q3 2024 85 $182M +$3.85M -$12.6M -$8.77M SCHE, VGK, IVV, REET, JCPB 13F-HR 11/12/2024, 10:30 AM
Q2 2024 83 $178M +$10.8M -$3.92M +$6.93M SCHE, VGK, IVV, REET, SCHX 13F-HR 8/9/2024, 02:33 PM
Q1 2024 82 $172M +$12.5M -$23.4M -$10.8M SCHE, VGK, IVV, SCHX, REET 13F-HR 5/10/2024, 03:06 PM
Q4 2023 79 $176M +$42.1M -$5.21M +$36.8M SCHE, VGK, JCPB, BNDX, IVV 13F-HR 2/13/2024, 01:29 PM
Q3 2023 80 $129M +$6.52M -$3.33M +$3.18M SCHE, VGK, IVV, REET, PAYX 13F-HR 11/9/2023, 05:21 PM
Q2 2023 74 $130M +$3.26M -$2.44M +$823K SCHE, VGK, IVV, REET, SCHX 13F-HR 8/11/2023, 02:02 PM
Q1 2023 71 $125M +$1.51M -$24.5M -$23M SCHE, VGK, IVV, REET, SCHX 13F-HR 5/12/2023, 11:43 AM
Q4 2022 73 $141M +$14.6M -$913K +$13.7M SCHE, VGK, BNDX, IVV, REET 13F-HR 2/10/2023, 12:54 PM
Q3 2022 68 $121M +$5.91M -$13.7M -$7.75M SCHE, VGK, IVV, BNDX, PAYX 13F-HR 11/1/2022, 07:53 PM
Q2 2022 77 $152M +$29.5M -$4.37M +$25.1M SCHE, VGK, BNDX, IVV, JCPB 13F-HR 7/25/2022, 12:10 PM
Q1 2022 79 $153M +$17.2M -$3.22M +$13.9M SCHE, VGK, IVV, SCHX, PAYX 13F-HR 5/9/2022, 03:49 PM
Q4 2021 79 $162M +$11.9M -$24.1M -$12.2M SCHE, VGK, SCHX, IVV, SCHZ 13F-HR 1/21/2022, 02:40 PM
Q3 2021 80 $166M +$24.7M -$8.44M +$16.3M SCHE, IVV, VGK, SCHX, SCHZ 13F-HR 10/21/2021, 01:02 PM
Q2 2021 87 $152M +$9.1M -$7.18M +$1.91M SCHE, VGK, SCHX, IVV, SCHZ 13F-HR 8/4/2021, 01:16 PM
Q1 2021 79 $141M +$13.6M -$8.15M +$5.44M SCHE, VGK, SCHX, SCHZ, IVV 13F-HR 4/28/2021, 04:22 PM
Q4 2020 68 $130M +$4.36M -$10.8M -$6.48M SCHE, SCHX, VGK, SCHZ, IVV 13F-HR 2/10/2021, 11:09 AM
Q3 2020 59 $121M +$5.96M -$12.9M -$6.93M SCHE, SCHX, SCHZ, VGK, IVV 13F-HR 11/5/2020, 10:06 AM
Q2 2020 54 $123M +$3.48M -$14.3M -$10.8M SCHX, SCHZ, SCHE, VGK, IVV 13F-HR 8/14/2020, 09:51 AM
Q1 2020 44 $115M +$2.92M -$31.9M -$29M SCHX, SCHZ, SCHE, VGK, SCHF 13F-HR 5/12/2020, 06:44 PM
Q4 2019 55 $182M +$13.3M -$1.76M +$11.5M SCHX, SCHF, SCHZ, SCHE, VGK 13F-HR 2/11/2020, 03:27 PM
Q3 2019 48 $164M +$8.32M -$1.43M +$6.89M SCHX, SCHF, SCHZ, SCHE, VGK 13F-HR 11/7/2019, 02:31 PM
Q2 2019 53 $161M +$6.44M -$5.19M +$1.24M SCHX, SCHF, SCHZ, SCHE, VGK 13F-HR 7/26/2019, 12:52 PM
Q1 2019 57 $157M +$6.4M -$8.15M -$1.75M SCHX, SCHF, SCHZ, SCHE, VGK Restatement 4/29/2019, 04:15 PM
Q4 2018 58 $145M +$21.9M -$4.12M +$17.8M SCHX, SCHZ, SCHF, SCHE, VGK 13F-HR 1/25/2019, 09:56 AM
Q3 2018 57 $145M +$14M -$7.57M +$6.4M SCHF, SCHZ, SCHX, SCHE, VGK 13F-HR 11/9/2018, 02:01 PM
Q2 2018 57 $135M +$23.2M -$661K +$22.5M SCHF, SCHZ, SCHE, SCHX, IVV 13F-HR 8/1/2018, 09:52 AM
Q1 2018 47 $113M +$8.74M -$1.73M +$7.01M SCHZ, SCHE, SCHF, IVV, VGK 13F-HR 5/2/2018, 04:39 PM
Q4 2017 52 $108M SCHE, SCHZ, SCHF, IVV, VGK 13F-HR 2/13/2018, 03:26 PM