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Disclosery

Cooper Financial Group: HELO position timeline

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

Cooper Financial Group held 63,043 HELO 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 63,043 shares
    Change vs previous 13F -274 shares

    0.35% of the 13F portfolio, value $4,360,677.

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

  2. period ended2026-06-30
    13F 63,317 shares
    Change vs previous 13F -28,291 shares

    0.36% of the 13F portfolio, value $4,278,989.

    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 91,608 shares
    Change vs previous 13F +6,610 shares

    0.59% of the 13F portfolio, value $5,854,672.

    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 84,998 shares
    Change vs previous 13F -17,425 shares

    0.6% of the 13F portfolio, value $5,646,398.

    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 102,423 shares
    Change vs previous 13F +1,371 shares

    0.74% of the 13F portfolio, value $6,657,495.

    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 101,052 shares
    Change vs previous 13F -9,128 shares

    0.74% of the 13F portfolio, value $6,323,805.

    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 110,180 shares
    Change vs previous 13F +13,989 shares

    0.87% of the 13F portfolio, value $6,575,533.

    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 96,191 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,967,713.

    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).