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Disclosery

Cooper Financial Group: PM position timeline

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

Cooper Financial Group held 8,574 PM 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 8,574 shares
    Change vs previous 13F -505 shares

    0.13% of the 13F portfolio, value $1,636,139.

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

  2. period ended2026-06-30
    13F 9,079 shares
    Change vs previous 13F -1,702 shares

    0.14% of the 13F portfolio, value $1,642,525.

    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 10,781 shares
    Change vs previous 13F -408 shares

    0.18% of the 13F portfolio, value $1,782,505.

    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 11,189 shares
    Change vs previous 13F +253 shares

    0.19% of the 13F portfolio, value $1,794,785.

    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 10,936 shares
    Change vs previous 13F +2,211 shares

    0.2% of the 13F portfolio, value $1,773,807.

    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 8,725 shares
    Change vs previous 13F -1,678 shares

    0.19% of the 13F portfolio, value $1,589,126.

    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 10,403 shares
    Change vs previous 13F +2,361 shares

    0.22% of the 13F portfolio, value $1,651,240.

    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 8,042 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $967,869.

    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).