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Disclosery

Cooper Financial Group: JAAA position timeline

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

Cooper Financial Group held 66,276 JAAA 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 66,276 shares
    Change vs previous 13F +931 shares

    0.27% of the 13F portfolio, value $3,344,973.

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

  2. period ended2026-06-30
    13F 65,345 shares
    Change vs previous 13F +695 shares

    0.27% of the 13F portfolio, value $3,299,287.

    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 64,650 shares
    Change vs previous 13F +4,202 shares

    0.33% of the 13F portfolio, value $3,256,402.

    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 60,448 shares
    Change vs previous 13F +11,554 shares

    0.33% of the 13F portfolio, value $3,057,444.

    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 48,894 shares
    Change vs previous 13F +10,421 shares

    0.27% of the 13F portfolio, value $2,482,840.

    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 38,473 shares
    Change vs previous 13F -32 shares

    0.23% of the 13F portfolio, value $1,952,487.

    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 38,505 shares
    Change vs previous 13F +2,700 shares

    0.26% of the 13F portfolio, value $1,952,613.

    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 35,805 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,815,669.

    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).