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Disclosery

Cooper Financial Group: QUAL position timeline

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

Cooper Financial Group held 3,622 QUAL 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 3,622 shares
    Change vs previous 13F -213 shares

    0.06% of the 13F portfolio, value $804,928.

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

  2. period ended2026-06-30
    13F 3,835 shares
    Change vs previous 13F -1,568 shares

    0.07% of the 13F portfolio, value $841,466.

    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 5,403 shares
    Change vs previous 13F -2,560 shares

    0.1% of the 13F portfolio, value $1,036,327.

    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 7,963 shares
    Change vs previous 13F -920 shares

    0.17% of the 13F portfolio, value $1,581,640.

    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 8,883 shares
    Change vs previous 13F +352 shares

    0.19% of the 13F portfolio, value $1,727,770.

    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 8,531 shares
    Change vs previous 13F -6,311 shares

    0.18% of the 13F portfolio, value $1,559,608.

    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 14,842 shares
    Change vs previous 13F +4,465 shares

    0.33% of the 13F portfolio, value $2,536,430.

    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 10,377 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,848,017.

    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).