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Disclosery

Cooper Financial Group: ED position timeline

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

Cooper Financial Group held 3,794 ED 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 3,794 shares
    Change vs previous 13F +64 shares

    0.03% of the 13F portfolio, value $387,746.

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

  2. period ended2026-06-30
    13F 3,730 shares
    Change vs previous 13F +812 shares

    0.03% of the 13F portfolio, value $412,632.

    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 2,918 shares
    Change vs previous 13F +58 shares

    0.03% of the 13F portfolio, value $330,241.

    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 2,860 shares
    Change vs previous 13F +73 shares

    0.03% of the 13F portfolio, value $284,039.

    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 2,787 shares
    Change vs previous 13F -190 shares

    0.03% of the 13F portfolio, value $280,133.

    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 2,977 shares
    Change vs previous 13F +26 shares

    0.04% of the 13F portfolio, value $298,726.

    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 2,951 shares
    Change vs previous 13F +152 shares

    0.04% of the 13F portfolio, value $326,333.

    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 2,799 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $249,740.

    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).