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Disclosery

Cooper Financial Group: CGDV position timeline

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

Cooper Financial Group held 90,495 CGDV 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 90,495 shares
    Change vs previous 13F +22,375 shares

    0.35% of the 13F portfolio, value $4,420,671.

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

  2. period ended2026-06-30
    13F 68,120 shares
    Change vs previous 13F -2,544 shares

    0.28% of the 13F portfolio, value $3,356,951.

    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 70,664 shares
    Change vs previous 13F -981 shares

    0.3% of the 13F portfolio, value $3,006,045.

    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 71,645 shares
    Change vs previous 13F -28,963 shares

    0.33% of the 13F portfolio, value $3,126,609.

    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 100,608 shares
    Change vs previous 13F -4,003 shares

    0.47% of the 13F portfolio, value $4,228,541.

    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 104,611 shares
    Change vs previous 13F -1,827 shares

    0.49% of the 13F portfolio, value $4,131,088.

    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 106,438 shares
    Change vs previous 13F +3,414 shares

    0.5% of the 13F portfolio, value $3,793,457.

    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 103,024 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,632,633.

    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).