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Disclosery

Cooper Financial Group: MSFT position timeline

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

Cooper Financial Group held 64,731 MSFT 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 64,731 shares
    Change vs previous 13F +5,387 shares

    2.65% of the 13F portfolio, value $33,200,768.

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

  2. period ended2026-06-30
    13F 59,344 shares
    Change vs previous 13F -1,088 shares

    1.84% of the 13F portfolio, value $22,136,397.

    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 60,432 shares
    Change vs previous 13F -1,346 shares

    2.26% of the 13F portfolio, value $22,370,206.

    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 61,778 shares
    Change vs previous 13F +1,364 shares

    3.18% of the 13F portfolio, value $29,876,880.

    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 60,414 shares
    Change vs previous 13F +2,040 shares

    3.46% of the 13F portfolio, value $31,291,463.

    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 58,374 shares
    Change vs previous 13F +742 shares

    3.41% of the 13F portfolio, value $29,035,929.

    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 57,632 shares
    Change vs previous 13F +3,017 shares

    2.85% of the 13F portfolio, value $21,634,490.

    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 54,615 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $23,020,198.

    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).