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Disclosery

Cooper Financial Group: FBND position timeline

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

Cooper Financial Group held 169,041 FBND 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 169,041 shares
    Change vs previous 13F +2,449 shares

    0.58% of the 13F portfolio, value $7,319,460.

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

  2. period ended2026-06-30
    13F 166,592 shares
    Change vs previous 13F -19,502 shares

    0.63% of the 13F portfolio, value $7,578,283.

    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 186,094 shares
    Change vs previous 13F -4,910 shares

    0.86% of the 13F portfolio, value $8,489,599.

    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 191,004 shares
    Change vs previous 13F +8,145 shares

    0.94% of the 13F portfolio, value $8,793,841.

    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 182,859 shares
    Change vs previous 13F -10,418 shares

    0.94% of the 13F portfolio, value $8,455,380.

    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 193,277 shares
    Change vs previous 13F -12,317 shares

    1.04% of the 13F portfolio, value $8,842,413.

    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 205,594 shares
    Change vs previous 13F +75,814 shares

    1.24% of the 13F portfolio, value $9,385,382.

    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 129,780 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $5,823,209.

    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).