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Disclosery

Cooper Financial Group: CRM position timeline

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

Cooper Financial Group held 6,466 CRM 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 6,466 shares
    Change vs previous 13F +269 shares

    0.12% of the 13F portfolio, value $1,484,309.

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

  2. period ended2026-06-30
    13F 6,197 shares
    Change vs previous 13F -662 shares

    0.08% of the 13F portfolio, value $970,792.

    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 6,859 shares
    Change vs previous 13F -1,039 shares

    0.13% of the 13F portfolio, value $1,280,416.

    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 7,898 shares
    Change vs previous 13F +969 shares

    0.22% of the 13F portfolio, value $2,092,189.

    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 6,929 shares
    Change vs previous 13F -875 shares

    0.18% of the 13F portfolio, value $1,642,080.

    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 7,804 shares
    Change vs previous 13F +563 shares

    0.25% of the 13F portfolio, value $2,128,062.

    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 7,241 shares
    Change vs previous 13F +668 shares

    0.26% of the 13F portfolio, value $1,943,292.

    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 6,573 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,197,523.

    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).