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Disclosery

Cooper Financial Group: PEP position timeline

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

Cooper Financial Group held 3,761 PEP 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 3,761 shares
    Change vs previous 13F -1,128 shares

    0.04% of the 13F portfolio, value $476,618.

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

  2. period ended2026-06-30
    13F 4,889 shares
    Change vs previous 13F +904 shares

    0.05% of the 13F portfolio, value $661,948.

    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 3,985 shares
    Change vs previous 13F +263 shares

    0.06% of the 13F portfolio, value $618,756.

    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 3,722 shares
    Change vs previous 13F +274 shares

    0.06% of the 13F portfolio, value $534,188.

    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 3,448 shares
    Change vs previous 13F -19 shares

    0.05% of the 13F portfolio, value $484,170.

    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 3,467 shares
    Change vs previous 13F -648 shares

    0.05% of the 13F portfolio, value $457,737.

    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 4,115 shares
    Change vs previous 13F +37 shares

    0.08% of the 13F portfolio, value $616,938.

    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 4,078 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $620,128.

    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).