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Disclosery

Cooper Financial Group: DEI position timeline

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

Cooper Financial Group held 615,097 DEI 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 615,097 shares
    Change vs previous 13F +12 shares

    0.47% of the 13F portfolio, value $5,892,626.

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

  2. period ended2026-06-30
    13F 615,085 shares
    Change vs previous 13F +113 shares

    0.6% of the 13F portfolio, value $7,258,001.

    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 614,972 shares
    Change vs previous 13F +306 shares

    0.59% of the 13F portfolio, value $5,793,035.

    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 614,666 shares
    Change vs previous 13F +5 shares

    0.72% of the 13F portfolio, value $6,755,184.

    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 614,661 shares
    Change vs previous 13F -3 shares

    1.06% of the 13F portfolio, value $9,570,278.

    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 614,664 shares
    Change vs previous 13F +111 shares

    1.09% of the 13F portfolio, value $9,244,547.

    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 614,553 shares
    Change vs previous 13F +2 shares

    1.3% of the 13F portfolio, value $9,832,855.

    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 614,551 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $11,406,059.

    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).