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Disclosery

Cooper Financial Group: CGMS position timeline

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

Cooper Financial Group held 21,424 CGMS 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 21,424 shares
    Change vs previous 13F +340 shares

    0.04% of the 13F portfolio, value $561,945.

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

  2. period ended2026-06-30
    13F 21,084 shares
    Change vs previous 13F +333 shares

    0.05% of the 13F portfolio, value $576,227.

    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 20,751 shares
    Change vs previous 13F +244 shares

    0.06% of the 13F portfolio, value $565,038.

    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 20,507 shares
    Change vs previous 13F +337 shares

    0.06% of the 13F portfolio, value $566,392.

    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 20,170 shares
    Change vs previous 13F +7,276 shares

    0.06% of the 13F portfolio, value $559,719.

    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 12,894 shares
    Change vs previous 13F +179 shares

    0.04% of the 13F portfolio, value $356,140.

    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 12,715 shares
    Change vs previous 13F +167 shares

    0.05% of the 13F portfolio, value $347,128.

    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 12,548 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $342,318.

    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).