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Disclosery

Cooper Financial Group: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cooper Financial Group on AIQ, newest first. How the timeline and the estimate are built.

Cooper Financial Group held 355,143 AIQ shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 355,143 shares
    Change vs previous 13F +9,355 shares

    1.84% of the 13F portfolio, value $23,141,138.

    13F-HR 0001214659-26-012638 filed by Cooper Financial Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 345,788 shares
    Change vs previous 13F +17,439 shares

    1.88% of the 13F portfolio, value $22,687,161.

    13F-HR 0001214659-26-008330 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 328,349 shares
    Change vs previous 13F +25,625 shares

    1.55% of the 13F portfolio, value $15,324,055.

    13F-HR 0001214659-26-004376 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 302,724 shares
    Change vs previous 13F +298,072 shares

    1.64% of the 13F portfolio, value $15,396,527.

    13F-HR 0001214659-26-000245 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,652 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $229,747.

    13F-HR 0001214659-25-014742 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).