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Disclosery

Cooper Financial Group: JHML position timeline

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

Cooper Financial Group held 138,558 JHML 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 138,558 shares
    Change vs previous 13F -1,978 shares

    0.98% of the 13F portfolio, value $12,349,663.

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

  2. period ended2026-06-30
    13F 140,536 shares
    Change vs previous 13F -907 shares

    1.04% of the 13F portfolio, value $12,532,989.

    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 141,443 shares
    Change vs previous 13F +4,403 shares

    1.12% of the 13F portfolio, value $11,070,769.

    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 137,040 shares
    Change vs previous 13F +26,839 shares

    1.16% of the 13F portfolio, value $10,942,662.

    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 110,201 shares
    Change vs previous 13F +35 shares

    0.96% of the 13F portfolio, value $8,636,483.

    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 110,166 shares
    Change vs previous 13F -1,702 shares

    0.95% of the 13F portfolio, value $8,081,035.

    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 111,868 shares
    Change vs previous 13F -2,968 shares

    0.99% of the 13F portfolio, value $7,542,110.

    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 114,836 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $7,998,347.

    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).