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Disclosery

Cooper Financial Group: BX position timeline

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

Cooper Financial Group held 10,527 BX 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 10,527 shares
    Change vs previous 13F -256 shares

    0.09% of the 13F portfolio, value $1,179,986.

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

  2. period ended2026-06-30
    13F 10,783 shares
    Change vs previous 13F +741 shares

    0.11% of the 13F portfolio, value $1,268,860.

    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 10,042 shares
    Change vs previous 13F -551 shares

    0.12% of the 13F portfolio, value $1,154,779.

    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 10,593 shares
    Change vs previous 13F -156 shares

    0.17% of the 13F portfolio, value $1,632,733.

    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 10,749 shares
    Change vs previous 13F +3,536 shares

    0.2% of the 13F portfolio, value $1,836,534.

    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 7,213 shares
    Change vs previous 13F +823 shares

    0.13% of the 13F portfolio, value $1,078,934.

    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 6,390 shares
    Change vs previous 13F +674 shares

    0.12% of the 13F portfolio, value $893,242.

    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 5,716 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $985,579.

    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).