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Disclosery

Cooper Financial Group: HDV position timeline

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

Cooper Financial Group held 73,725 HDV 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 73,725 shares
    Change vs previous 13F -48 shares

    0.16% of the 13F portfolio, value $2,061,342.

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

  2. period ended2026-06-30
    13F 73,773 shares
    Change vs previous 13F +58,961 shares

    0.17% of the 13F portfolio, value $2,022,116.

    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 14,812 shares
    Change vs previous 13F -702 shares

    0.2% of the 13F portfolio, value $2,010,226.

    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 15,514 shares
    Change vs previous 13F -2,397 shares

    0.2% of the 13F portfolio, value $1,886,607.

    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 17,911 shares
    Change vs previous 13F -2,803 shares

    0.24% of the 13F portfolio, value $2,193,194.

    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 20,714 shares
    Change vs previous 13F -3,743 shares

    0.29% of the 13F portfolio, value $2,427,111.

    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 24,457 shares
    Change vs previous 13F -3,268 shares

    0.39% of the 13F portfolio, value $2,962,227.

    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 27,725 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,112,409.

    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).