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Disclosery

Cooper Financial Group: SHY position timeline

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

Cooper Financial Group held 24,439 SHY 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 24,439 shares
    Change vs previous 13F +991 shares

    0.16% of the 13F portfolio, value $1,984,407.

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

  2. period ended2026-06-30
    13F 23,448 shares
    Change vs previous 13F +36 shares

    0.16% of the 13F portfolio, value $1,925,354.

    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 23,412 shares
    Change vs previous 13F +23 shares

    0.2% of the 13F portfolio, value $1,933,122.

    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 23,389 shares
    Change vs previous 13F +9,349 shares

    0.21% of the 13F portfolio, value $1,937,048.

    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 14,040 shares
    Change vs previous 13F -2,040 shares

    0.13% of the 13F portfolio, value $1,164,769.

    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 16,080 shares
    Change vs previous 13F -608 shares

    0.16% of the 13F portfolio, value $1,332,427.

    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 16,688 shares
    Change vs previous 13F +254 shares

    0.18% of the 13F portfolio, value $1,380,584.

    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 16,434 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,347,287.

    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).