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Disclosery

Cooper Financial Group: IVE position timeline

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

Cooper Financial Group held 5,075 IVE 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 5,075 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $1,158,454.

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

  2. period ended2026-06-30
    13F 5,175 shares
    Change vs previous 13F -167 shares

    0.1% of the 13F portfolio, value $1,175,039.

    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 5,342 shares
    Change vs previous 13F +1,048 shares

    0.11% of the 13F portfolio, value $1,128,061.

    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 4,294 shares
    Change vs previous 13F -283 shares

    0.1% of the 13F portfolio, value $910,534.

    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 4,577 shares
    Change vs previous 13F -47 shares

    0.1% of the 13F portfolio, value $945,123.

    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 4,624 shares
    Change vs previous 13F -3,810 shares

    0.11% of the 13F portfolio, value $903,627.

    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 8,434 shares
    Change vs previous 13F +3,359 shares

    0.21% of the 13F portfolio, value $1,607,315.

    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 5,075 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $968,648.

    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).