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Disclosery

Cooper Financial Group: CI position timeline

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

Cooper Financial Group held 3,317 CI 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 3,317 shares
    Change vs previous 13F +120 shares

    0.07% of the 13F portfolio, value $901,713.

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

  2. period ended2026-06-30
    13F 3,197 shares
    Change vs previous 13F -232 shares

    0.07% of the 13F portfolio, value $881,287.

    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 3,429 shares
    Change vs previous 13F +1,143 shares

    0.09% of the 13F portfolio, value $914,769.

    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 2,286 shares
    Change vs previous 13F -97 shares

    0.07% of the 13F portfolio, value $629,263.

    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 2,383 shares
    Change vs previous 13F -190 shares

    0.08% of the 13F portfolio, value $686,802.

    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 2,573 shares
    Change vs previous 13F -200 shares

    0.1% of the 13F portfolio, value $850,737.

    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 2,773 shares
    Change vs previous 13F +563 shares

    0.12% of the 13F portfolio, value $912,311.

    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 2,210 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $610,312.

    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).