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Disclosery

Cooper Financial Group: JCI position timeline

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

Cooper Financial Group held 2,000 JCI 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 2,000 shares
    Change vs previous 13F +49 shares

    0.02% of the 13F portfolio, value $297,300.

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

  2. period ended2026-06-30
    13F 1,951 shares
    Change vs previous 13F -4,997 shares

    0.02% of the 13F portfolio, value $285,061.

    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 6,948 shares
    Change vs previous 13F -244 shares

    0.09% of the 13F portfolio, value $909,802.

    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 7,192 shares
    Change vs previous 13F -44 shares

    0.09% of the 13F portfolio, value $861,207.

    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 7,236 shares
    Change vs previous 13F -230 shares

    0.09% of the 13F portfolio, value $795,566.

    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 7,466 shares
    Change vs previous 13F +223 shares

    0.09% of the 13F portfolio, value $788,528.

    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 7,243 shares
    Change vs previous 13F +567 shares

    0.08% of the 13F portfolio, value $580,213.

    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 6,676 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $526,914.

    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).