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Disclosery

Cooper Financial Group: OTIS position timeline

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

Cooper Financial Group held 9,762 OTIS 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 9,762 shares
    Change vs previous 13F +1,039 shares

    0.05% of the 13F portfolio, value $627,905.

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

  2. period ended2026-06-30
    13F 8,723 shares
    Change vs previous 13F -1,024 shares

    0.05% of the 13F portfolio, value $624,562.

    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 9,747 shares
    Change vs previous 13F -145 shares

    0.08% of the 13F portfolio, value $751,268.

    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 9,892 shares
    Change vs previous 13F -94 shares

    0.09% of the 13F portfolio, value $864,097.

    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 9,986 shares
    Change vs previous 13F +2,829 shares

    0.1% of the 13F portfolio, value $913,010.

    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 7,157 shares
    Change vs previous 13F -122 shares

    0.08% of the 13F portfolio, value $708,655.

    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 7,279 shares
    Change vs previous 13F +666 shares

    0.1% of the 13F portfolio, value $751,221.

    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 6,613 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $612,454.

    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).