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Disclosery

Cooper Financial Group: IR position timeline

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

Cooper Financial Group held 3,107 IR 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 3,107 shares
    Change vs previous 13F -165 shares

    0.02% of the 13F portfolio, value $233,404.

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

  2. period ended2026-06-30
    13F 3,272 shares
    Change vs previous 13F -2,813 shares

    0.02% of the 13F portfolio, value $268,310.

    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 6,085 shares
    Change vs previous 13F +818 shares

    0.05% of the 13F portfolio, value $487,566.

    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 5,267 shares
    Change vs previous 13F -852 shares

    0.04% of the 13F portfolio, value $417,218.

    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 6,119 shares
    Change vs previous 13F -809 shares

    0.06% of the 13F portfolio, value $505,590.

    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 6,928 shares
    Change vs previous 13F -222 shares

    0.07% of the 13F portfolio, value $576,299.

    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 7,150 shares
    Change vs previous 13F +735 shares

    0.08% of the 13F portfolio, value $572,251.

    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 6,415 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $580,327.

    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).