13F Filings History of COOPER/HAIMS ADVISORS, LLC

Latest 13F report
Q3 2025 - 04 Nov 2025
Value $
$214,043,788
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 88 stock holdings with total value $214,043,788 as of Q3 2025. Top holdings included SCHE, VGK, IVV, JCPB, and REET.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 88 $214,043,788 +$4,873,150 -$4,557,135 +$316,015 SCHE, VGK, IVV, JCPB, REET 13F-HR 04 Nov 2025, 14:18
Q2 2025 85 $203,016,081 +$12,678,860 -$5,255,262 +$7,423,598 SCHE, VGK, IVV, JCPB, REET 13F-HR 12 Aug 2025, 10:46
Q1 2025 79 $184,469,976 +$9,527,961 -$2,717,874 +$6,810,087 SCHE, VGK, IVV, REET, JCPB 13F-HR 09 May 2025, 13:12
Q4 2024 78 $176,319,696 +$15,850,489 -$3,673,636 +$12,176,853 SCHE, VGK, IVV, JCPB, REET 13F-HR 13 Feb 2025, 09:45
Q3 2024 85 $181,861,874 +$3,854,181 -$12,627,551 -$8,773,370 SCHE, VGK, IVV, REET, JCPB 13F-HR 12 Nov 2024, 10:30
Q2 2024 83 $178,279,931 +$10,847,545 -$3,921,233 +$6,926,312 SCHE, VGK, IVV, REET, SCHX 13F-HR 09 Aug 2024, 14:33
Q1 2024 82 $172,015,533 +$12,510,631 -$23,353,528 -$10,842,897 SCHE, VGK, IVV, SCHX, REET 13F-HR 10 May 2024, 15:06
Q4 2023 79 $176,396,884 +$42,056,088 -$5,214,115 +$36,841,973 SCHE, VGK, JCPB, BNDX, IVV 13F-HR 13 Feb 2024, 13:29
Q3 2023 78 $128,533,460 +$6,516,912 -$3,333,425 +$3,183,487 SCHE, VGK, IVV, REET, PAYX 13F-HR 09 Nov 2023, 17:21
Q2 2023 74 $130,342,911 +$3,258,409 -$2,435,349 +$823,060 SCHE, VGK, IVV, REET, SCHX 13F-HR 11 Aug 2023, 14:02
Q1 2023 71 $124,943,309 +$1,505,547 -$25,481,842 -$23,976,295 SCHE, VGK, IVV, REET, SCHX 13F-HR 12 May 2023, 11:43
Q4 2022 73 $140,961,000 +$14,603,431 -$1,649,006 +$12,954,425 SCHE, VGK, BNDX, IVV, REET 13F-HR 10 Feb 2023, 13:54
Q3 2022 68 $120,764,000 +$5,908,215 -$26,395,894 -$20,487,679 SCHE, VGK, IVV, BNDX, PAYX 13F-HR 01 Nov 2022, 19:53
Q2 2022 77 $152,415,000 +$29,472,084 -$8,765,562 +$20,706,522 SCHE, VGK, BNDX, IVV, JCPB 13F-HR 25 Jul 2022, 12:10
Q1 2022 79 $153,412,000 +$17,171,497 -$8,667,824 +$8,503,673 SCHE, VGK, IVV, SCHX, PAYX 13F-HR 09 May 2022, 15:49
Q4 2021 79 $162,482,000 +$11,889,260 -$26,481,018 -$14,591,758 SCHE, VGK, SCHX, IVV, SCHZ 13F-HR 21 Jan 2022, 15:40
Q3 2021 80 $165,907,000 +$24,730,311 -$8,444,421 +$16,285,890 SCHE, IVV, VGK, SCHX, SCHZ 13F-HR 21 Oct 2021, 13:02
Q2 2021 87 $152,244,000 +$9,097,277 -$7,182,519 +$1,914,758 SCHE, VGK, SCHX, IVV, SCHZ 13F-HR 04 Aug 2021, 13:16
Q1 2021 79 $141,341,000 +$13,583,967 -$8,145,149 +$5,438,818 SCHE, VGK, SCHX, SCHZ, IVV 13F-HR 28 Apr 2021, 16:22
Q4 2020 68 $130,443,000 +$4,357,914 -$11,385,415 -$7,027,501 SCHE, SCHX, VGK, SCHZ, IVV 13F-HR 10 Feb 2021, 12:09
Q3 2020 59 $121,379,000 +$5,957,568 -$13,137,430 -$7,179,862 SCHE, SCHX, SCHZ, VGK, IVV 13F-HR 05 Nov 2020, 11:06
Q2 2020 54 $123,182,000 +$3,479,669 -$14,315,149 -$10,835,480 SCHX, SCHZ, SCHE, VGK, IVV 13F-HR 14 Aug 2020, 09:51
Q1 2020 44 $114,896,000 +$2,915,427 -$35,301,652 -$32,386,225 SCHX, SCHZ, SCHE, VGK, SCHF 13F-HR 12 May 2020, 18:44
Q4 2019 55 $181,778,000 +$13,251,298 -$1,994,166 +$11,257,132 SCHX, SCHF, SCHZ, SCHE, VGK 13F-HR 11 Feb 2020, 16:27
Q3 2019 48 $160,338,000 +$4,850,242 -$5,042,365 -$192,123 SCHX, SCHF, SCHZ, SCHE, VGK 13F-HR 07 Nov 2019, 15:31
Q2 2019 53 $160,928,000 +$6,436,560 -$6,718,886 -$282,326 SCHX, SCHF, SCHZ, SCHE, VGK 13F-HR 26 Jul 2019, 12:52
Q1 2019 57 $156,967,000 +$6,399,586 -$9,136,971 -$2,737,385 SCHX, SCHF, SCHZ, SCHE, VGK Restatement 29 Apr 2019, 16:15
Q4 2018 58 $144,794,000 +$21,942,987 -$5,341,827 +$16,601,160 SCHX, SCHZ, SCHF, SCHE, VGK 13F-HR 25 Jan 2019, 10:56
Q3 2018 57 $145,201,000 +$13,972,421 -$8,393,972 +$5,578,449 SCHF, SCHZ, SCHX, SCHE, VGK 13F-HR 09 Nov 2018, 15:01
Q2 2018 57 $135,242,000 +$23,169,846 -$1,233,876 +$21,935,970 SCHF, SCHZ, SCHE, SCHX, IVV 13F-HR 01 Aug 2018, 09:52
Q1 2018 47 $113,496,000 +$8,742,873 -$2,258,936 +$6,483,937 SCHZ, SCHE, SCHF, IVV, VGK 13F-HR 02 May 2018, 16:39
Q4 2017 54 $108,053,000 $0 $0 $0 SCHE, SCHZ, SCHF, IVV, VGK 13F-HR 13 Feb 2018, 16:26