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Disclosery

Cooper Financial Group: SPY position timeline

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

Cooper Financial Group held 5,582 SPY 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 5,582 shares
    Change vs previous 13F +79 shares

    0.34% of the 13F portfolio, value $4,256,799.

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

  2. period ended2026-06-30
    13F 5,503 shares
    Change vs previous 13F +86 shares

    0.34% of the 13F portfolio, value $4,109,675.

    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 5,417 shares
    Change vs previous 13F -627 shares

    0.36% of the 13F portfolio, value $3,523,160.

    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 6,044 shares
    Change vs previous 13F +1,036 shares

    0.44% of the 13F portfolio, value $4,121,609.

    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 5,008 shares
    Change vs previous 13F -146 shares

    0.37% of the 13F portfolio, value $3,336,120.

    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 5,154 shares
    Change vs previous 13F -1,052 shares

    0.37% of the 13F portfolio, value $3,184,665.

    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 6,206 shares
    Change vs previous 13F -103 shares

    0.46% of the 13F portfolio, value $3,471,626.

    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 6,309 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,697,737.

    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).