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Disclosery

Cooper Financial Group: PTF position timeline

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

Cooper Financial Group held 3,353 PTF 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 3,353 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $365,081.

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

  2. period ended2026-06-30
    13F 3,370 shares
    Change vs previous 13F +214 shares

    0.04% of the 13F portfolio, value $459,330.

    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 3,156 shares
    Change vs previous 13F -1,280 shares

    0.03% of the 13F portfolio, value $272,442.

    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 4,436 shares
    Change vs previous 13F -370 shares

    0.04% of the 13F portfolio, value $339,294.

    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 4,806 shares
    Change vs previous 13F +20 shares

    0.04% of the 13F portfolio, value $359,578.

    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 4,786 shares
    Change vs previous 13F +125 shares

    0.04% of the 13F portfolio, value $326,855.

    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 4,661 shares
    Change vs previous 13F +256 shares

    0.04% of the 13F portfolio, value $274,829.

    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 4,405 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $319,609.

    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).