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