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Disclosery

Cooper Financial Group: JEF position timeline

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

Cooper Financial Group held 7,036 JEF 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 7,036 shares
    Change vs previous 13F +45 shares

    0.03% of the 13F portfolio, value $321,768.

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

  2. period ended2026-06-30
    13F 6,991 shares
    Change vs previous 13F +59 shares

    0.03% of the 13F portfolio, value $349,408.

    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 6,932 shares
    Change vs previous 13F +62 shares

    0.03% of the 13F portfolio, value $286,079.

    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 6,870 shares
    Change vs previous 13F +47 shares

    0.05% of the 13F portfolio, value $425,711.

    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 6,823 shares
    Change vs previous 13F +42 shares

    0.05% of the 13F portfolio, value $446,340.

    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 6,781 shares
    Change vs previous 13F +54 shares

    0.04% of the 13F portfolio, value $370,867.

    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 6,727 shares
    Change vs previous 13F +41 shares

    0.05% of the 13F portfolio, value $360,349.

    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 6,686 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $524,168.

    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).