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Disclosery

Cooper Financial Group: HIG position timeline

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

Cooper Financial Group held 1,720 HIG 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 1,720 shares
    Change vs previous 13F +8 shares

    0.02% of the 13F portfolio, value $210,432.

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

  2. period ended2026-06-30
    13F 1,712 shares
    Change vs previous 13F -1,102 shares

    0.02% of the 13F portfolio, value $226,881.

    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 2,814 shares
    Change vs previous 13F -225 shares

    0.04% of the 13F portfolio, value $380,499.

    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 3,039 shares
    Change vs previous 13F +37 shares

    0.04% of the 13F portfolio, value $418,808.

    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 3,002 shares
    Change vs previous 13F -133 shares

    0.04% of the 13F portfolio, value $400,394.

    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 3,135 shares
    Change vs previous 13F +549 shares

    0.05% of the 13F portfolio, value $397,748.

    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 2,586 shares
    Change vs previous 13F +257 shares

    0.04% of the 13F portfolio, value $320,027.

    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 2,329 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $254,823.

    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).