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Disclosery

Cooper Financial Group: BIV position timeline

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

Cooper Financial Group held 34,106 BIV 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 34,106 shares
    Change vs previous 13F -13 shares

    0.2% of the 13F portfolio, value $2,484,970.

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

  2. period ended2026-06-30
    13F 34,119 shares
    Change vs previous 13F -396 shares

    0.22% of the 13F portfolio, value $2,616,914.

    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 34,515 shares
    Change vs previous 13F -490,190 shares

    0.27% of the 13F portfolio, value $2,663,891.

    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 524,705 shares
    Change vs previous 13F +35,494 shares

    4.35% of the 13F portfolio, value $40,864,057.

    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 489,211 shares
    Change vs previous 13F +12,535 shares

    4.23% of the 13F portfolio, value $38,202,474.

    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 476,676 shares
    Change vs previous 13F +38,128 shares

    4.34% of the 13F portfolio, value $36,866,109.

    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 438,548 shares
    Change vs previous 13F +38,199 shares

    4.42% of the 13F portfolio, value $33,579,644.

    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 400,349 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $29,918,103.

    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).