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Disclosery

Cooper Financial Group: ITOT position timeline

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

Cooper Financial Group held 17,777 ITOT 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 17,777 shares
    Change vs previous 13F -44 shares

    0.24% of the 13F portfolio, value $2,955,894.

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

  2. period ended2026-06-30
    13F 17,821 shares
    Change vs previous 13F -1,108 shares

    0.24% of the 13F portfolio, value $2,927,400.

    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 18,929 shares
    Change vs previous 13F +358 shares

    0.27% of the 13F portfolio, value $2,696,058.

    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 18,571 shares
    Change vs previous 13F +10,126 shares

    0.29% of the 13F portfolio, value $2,761,253.

    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 8,445 shares
    Change vs previous 13F +272 shares

    0.14% of the 13F portfolio, value $1,230,086.

    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 8,173 shares
    Change vs previous 13F +270 shares

    0.13% of the 13F portfolio, value $1,103,676.

    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 7,903 shares
    Change vs previous 13F -737 shares

    0.13% of the 13F portfolio, value $964,234.

    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 8,640 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,111,280.

    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).