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Disclosery

Cooper Financial Group: EXC position timeline

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

Cooper Financial Group held 0 EXC 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 0 shares
    Change vs previous 13F -13,161 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 13,161 shares
    Change vs previous 13F -1,374 shares

    0.05% of the 13F portfolio, value $613,565.

    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 14,535 shares
    Change vs previous 13F +196 shares

    0.07% of the 13F portfolio, value $712,484.

    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 14,339 shares
    Change vs previous 13F -466 shares

    0.07% of the 13F portfolio, value $625,054.

    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 14,805 shares
    Change vs previous 13F -838 shares

    0.07% of the 13F portfolio, value $666,385.

    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 15,643 shares
    Change vs previous 13F -801 shares

    0.08% of the 13F portfolio, value $679,226.

    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 16,444 shares
    Change vs previous 13F +1,515 shares

    0.1% of the 13F portfolio, value $757,737.

    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 14,929 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $561,931.

    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).