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Disclosery

Cooper Financial Group: EFV position timeline

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

Cooper Financial Group held 11,152 EFV 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 11,152 shares
    Change vs previous 13F -637 shares

    0.07% of the 13F portfolio, value $882,585.

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

  2. period ended2026-06-30
    13F 11,789 shares
    Change vs previous 13F -1,653 shares

    0.07% of the 13F portfolio, value $902,475.

    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 13,442 shares
    Change vs previous 13F -4,262 shares

    0.1% of the 13F portfolio, value $999,416.

    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 17,704 shares
    Change vs previous 13F -1,617 shares

    0.13% of the 13F portfolio, value $1,264,270.

    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 19,321 shares
    Change vs previous 13F +182 shares

    0.15% of the 13F portfolio, value $1,310,553.

    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 19,139 shares
    Change vs previous 13F -10,193 shares

    0.14% of the 13F portfolio, value $1,214,953.

    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 29,332 shares
    Change vs previous 13F +2,942 shares

    0.23% of the 13F portfolio, value $1,728,821.

    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 26,390 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,384,668.

    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).