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Disclosery

Cooper Financial Group: IBTG position timeline

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

Cooper Financial Group held 10,750 IBTG 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 10,750 shares
    Change vs previous 13F +100 shares

    0.02% of the 13F portfolio, value $245,963.

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

  2. period ended2026-06-30
    13F 10,650 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $243,770.

    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 10,634 shares
    Change vs previous 13F -2,118 shares

    0.02% of the 13F portfolio, value $243,683.

    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 12,752 shares
    Change vs previous 13F +138 shares

    0.03% of the 13F portfolio, value $291,710.

    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 12,614 shares
    Change vs previous 13F +106 shares

    0.03% of the 13F portfolio, value $289,493.

    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 12,508 shares
    Change vs previous 13F +106 shares

    0.03% of the 13F portfolio, value $286,806.

    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 12,402 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $284,512.

    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).