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Disclosery

Cooper Financial Group: PVAL position timeline

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

Cooper Financial Group held 336,735 PVAL 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 336,735 shares
    Change vs previous 13F +6,338 shares

    1.41% of the 13F portfolio, value $17,718,989.

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

  2. period ended2026-06-30
    13F 330,397 shares
    Change vs previous 13F -5,130 shares

    1.4% of the 13F portfolio, value $16,833,734.

    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 335,527 shares
    Change vs previous 13F -91,995 shares

    1.57% of the 13F portfolio, value $15,568,464.

    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 427,522 shares
    Change vs previous 13F +15,423 shares

    2.07% of the 13F portfolio, value $19,482,181.

    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 412,099 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $17,604,869.

    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).