Cooper Financial Group: BRK-B position timeline

Cooper Financial Group held 20,471 BRK-B 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 20,471 shares

   Change vs previous 13F -255 shares

   0.81% of the 13F portfolio, value $10,193,549.

   13F-HR 0001214659-26-012638 filed by Cooper Financial Group
   Accepted 2026-10-07 17:55:04 UTC, ingested 2026-10-07 17:56:30 UTC

2. period ended2026-06-30

   13F 20,726 shares

   Change vs previous 13F -92 shares

   0.86% of the 13F portfolio, value $10,371,098.

   13F-HR 0001214659-26-008330 filed by Cooper Financial Group
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 20,818 shares

   Change vs previous 13F +2,715 shares

   1.01% of the 13F portfolio, value $9,976,000.

   13F-HR 0001214659-26-004376 filed by Cooper Financial Group
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 18,103 shares

   Change vs previous 13F +285 shares

   0.97% of the 13F portfolio, value $9,099,488.

   13F-HR 0001214659-26-000245 filed by Cooper Financial Group
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 17,818 shares

   Change vs previous 13F -972 shares

   0.99% of the 13F portfolio, value $8,957,837.

   13F-HR 0001214659-25-014742 filed by Cooper Financial Group
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 18,790 shares

   Change vs previous 13F -1,245 shares

   1.07% of the 13F portfolio, value $9,127,633.

   13F-HR 0001214659-25-010548 filed by Cooper Financial Group
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 20,035 shares

   Change vs previous 13F +354 shares

   1.41% of the 13F portfolio, value $10,670,256.

   13F-HR 0001214659-25-007409 filed by Cooper Financial Group
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 19,681 shares

   Change vs previous 13F not available

   1.07% of the 13F portfolio, value $8,921,017.

   13F-HR 0001214659-25-000471 filed by Cooper Financial Group
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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