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Disclosery

Cooper Financial Group: PSX position timeline

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

Cooper Financial Group held 2,541 PSX 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 2,541 shares
    Change vs previous 13F -10 shares

    0.05% of the 13F portfolio, value $648,692.

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

  2. period ended2026-06-30
    13F 2,551 shares
    Change vs previous 13F +453 shares

    0.04% of the 13F portfolio, value $431,269.

    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 2,098 shares
    Change vs previous 13F +340 shares

    0.04% of the 13F portfolio, value $382,149.

    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 1,758 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $226,899.

    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 1,754 shares
    Change vs previous 13F -150 shares

    0.03% of the 13F portfolio, value $238,527.

    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 1,904 shares
    Change vs previous 13F +225 shares

    0.03% of the 13F portfolio, value $227,205.

    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 1,679 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $207,313.

    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).