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Cooper Financial Group: QQQ position timeline

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

Cooper Financial Group held 81,366 QQQ 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 81,366 shares
    Change vs previous 13F +2,044 shares

    4.8% of the 13F portfolio, value $60,192,181.

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

  2. period ended2026-06-30
    13F 79,322 shares
    Change vs previous 13F +4,354 shares

    4.85% of the 13F portfolio, value $58,412,919.

    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 74,968 shares
    Change vs previous 13F +2,885 shares

    4.37% of the 13F portfolio, value $43,270,084.

    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 72,083 shares
    Change vs previous 13F -16,594 shares

    4.71% of the 13F portfolio, value $44,281,070.

    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 88,677 shares
    Change vs previous 13F +1,933 shares

    5.89% of the 13F portfolio, value $53,239,133.

    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 86,744 shares
    Change vs previous 13F +86,744 shares

    5.63% of the 13F portfolio, value $47,851,629.

    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 0 shares
    Change vs previous 13F -74,977 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-12-31
    13F 74,977 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $38,330,590.

    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).