Cooper Financial Group: MTUM position timeline

Cooper Financial Group held 1,610 MTUM 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 1,610 shares

   Change vs previous 13F +3 shares

   0.04% of the 13F portfolio, value $510,760.

   13F-HR 0001214659-26-012638 filed by Cooper Financial Group
   Accepted 2026-10-07 17:55:04 UTC, ingested 2026-10-07 17:56:30 UTC

2. period ended2026-06-30

   13F 1,607 shares

   Change vs previous 13F -518 shares

   0.05% of the 13F portfolio, value $550,927.

   13F-HR 0001214659-26-008330 filed by Cooper Financial Group
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 2,125 shares

   Change vs previous 13F +442 shares

   0.05% of the 13F portfolio, value $509,901.

   13F-HR 0001214659-26-004376 filed by Cooper Financial Group
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 1,683 shares

   Change vs previous 13F -293 shares

   0.04% of the 13F portfolio, value $421,251.

   13F-HR 0001214659-26-000245 filed by Cooper Financial Group
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 1,976 shares

   Change vs previous 13F -93 shares

   0.06% of the 13F portfolio, value $506,864.

   13F-HR 0001214659-25-014742 filed by Cooper Financial Group
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 2,069 shares

   Change vs previous 13F +134 shares

   0.06% of the 13F portfolio, value $497,172.

   13F-HR 0001214659-25-010548 filed by Cooper Financial Group
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 1,935 shares

   Change vs previous 13F +268 shares

   0.05% of the 13F portfolio, value $391,211.

   13F-HR 0001214659-25-007409 filed by Cooper Financial Group
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 1,667 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $344,919.

   13F-HR 0001214659-25-000471 filed by Cooper Financial Group
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).