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Disclosery

Cooper Financial Group: CBRE position timeline

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

Cooper Financial Group held 2,342 CBRE 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 2,342 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $300,877.

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

  2. period ended2026-06-30
    13F 2,336 shares
    Change vs previous 13F -91 shares

    0.03% of the 13F portfolio, value $314,636.

    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 2,427 shares
    Change vs previous 13F +76 shares

    0.03% of the 13F portfolio, value $328,761.

    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 2,351 shares
    Change vs previous 13F +51 shares

    0.04% of the 13F portfolio, value $378,017.

    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 2,300 shares
    Change vs previous 13F +201 shares

    0.04% of the 13F portfolio, value $362,388.

    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 2,099 shares
    Change vs previous 13F -171 shares

    0.03% of the 13F portfolio, value $294,112.

    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 2,270 shares
    Change vs previous 13F +152 shares

    0.04% of the 13F portfolio, value $296,871.

    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 2,118 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $278,072.

    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).