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Disclosery

Cooper Financial Group: IVV position timeline

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

Cooper Financial Group held 8,729 IVV 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 8,729 shares
    Change vs previous 13F -10 shares

    0.53% of the 13F portfolio, value $6,685,358.

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

  2. period ended2026-06-30
    13F 8,739 shares
    Change vs previous 13F -157 shares

    0.54% of the 13F portfolio, value $6,544,277.

    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 8,896 shares
    Change vs previous 13F +2,258 shares

    0.59% of the 13F portfolio, value $5,810,760.

    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 6,638 shares
    Change vs previous 13F -847 shares

    0.48% of the 13F portfolio, value $4,546,626.

    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 7,485 shares
    Change vs previous 13F -235 shares

    0.55% of the 13F portfolio, value $5,009,567.

    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 7,720 shares
    Change vs previous 13F -3,761 shares

    0.56% of the 13F portfolio, value $4,793,492.

    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 11,481 shares
    Change vs previous 13F -198 shares

    0.85% of the 13F portfolio, value $6,451,222.

    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 11,679 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $6,875,466.

    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).