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Disclosery

Cooper Financial Group: IUSB position timeline

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

Cooper Financial Group held 39,426 IUSB 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 39,426 shares
    Change vs previous 13F -456 shares

    0.14% of the 13F portfolio, value $1,738,301.

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

  2. period ended2026-06-30
    13F 39,882 shares
    Change vs previous 13F +4,384 shares

    0.15% of the 13F portfolio, value $1,840,565.

    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 35,498 shares
    Change vs previous 13F -4,576 shares

    0.17% of the 13F portfolio, value $1,639,634.

    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 40,074 shares
    Change vs previous 13F -2,604 shares

    0.2% of the 13F portfolio, value $1,865,062.

    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 42,678 shares
    Change vs previous 13F -730 shares

    0.22% of the 13F portfolio, value $1,993,504.

    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 43,408 shares
    Change vs previous 13F -42,946 shares

    0.24% of the 13F portfolio, value $2,006,735.

    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 86,354 shares
    Change vs previous 13F +12,787 shares

    0.52% of the 13F portfolio, value $3,979,195.

    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 73,567 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,325,212.

    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).