COOPER/HAIMS ADVISORS, LLC
All 13F Filings
- Location
- Victor, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 232,411
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 116 | 232,411 | 13F-HR | COOPER/HAIMS ADVISORS, LLC |
| Q1 2026 | 5/12/2026 | 103 | 212,495 | 13F-HR | COOPER/HAIMS ADVISORS, LLC |
| Q4 2025 | 2/11/2026 | 100 | 220,031 | 13F-HR | COOPER/HAIMS ADVISORS, LLC |
| Q3 2025 | 11/4/2025 | 88 | 214,044 | 13F-HR | COOPER/HAIMS ADVISORS, LLC |
| Q2 2025 | 8/12/2025 | 85 | 203,016 | 13F-HR | COOPER/HAIMS ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
47
(0.0% of total reported value)
· QoQ Δ:
+47
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 49.56 K | 21.3% | 5.842 K | 0 | 5.842 K |
| ETFs | 181.7 K | 78.2% | 14.02 K | 0 | 14.02 K |
| Debt | 1.086 K | 0.5% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
232,411
Holdings
116
QoQ value change ($000)
19,916
(9.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.