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Disclosery

Cooper Financial Group: APO position timeline

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

Cooper Financial Group held 3,399 APO 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 3,399 shares
    Change vs previous 13F -320 shares

    0.03% of the 13F portfolio, value $394,475.

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

  2. period ended2026-06-30
    13F 3,719 shares
    Change vs previous 13F -1,537 shares

    0.04% of the 13F portfolio, value $439,993.

    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 5,256 shares
    Change vs previous 13F -487 shares

    0.06% of the 13F portfolio, value $585,662.

    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 5,743 shares
    Change vs previous 13F -426 shares

    0.09% of the 13F portfolio, value $831,426.

    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 6,169 shares
    Change vs previous 13F +872 shares

    0.09% of the 13F portfolio, value $822,158.

    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).

  6. period ended2025-06-30
    13F 5,297 shares
    Change vs previous 13F -150 shares

    0.09% of the 13F portfolio, value $751,463.

    13F-HR 0001214659-25-010548 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).

  7. period ended2025-03-31
    13F 5,447 shares
    Change vs previous 13F -830 shares

    0.1% of the 13F portfolio, value $745,857.

    13F-HR 0001214659-25-007409 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).

  8. period ended2024-12-31
    13F 6,277 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,036,696.

    13F-HR 0001214659-25-000471 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).