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Disclosery

Cooper Financial Group: SPYM position timeline

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

Cooper Financial Group held 35,369 SPYM 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 35,369 shares
    Change vs previous 13F +2,941 shares

    0.25% of the 13F portfolio, value $3,174,721.

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

  2. period ended2026-06-30
    13F 32,428 shares
    Change vs previous 13F +521 shares

    0.24% of the 13F portfolio, value $2,849,802.

    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 31,907 shares
    Change vs previous 13F +13,397 shares

    0.25% of the 13F portfolio, value $2,442,197.

    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 18,510 shares
    Change vs previous 13F -437 shares

    0.16% of the 13F portfolio, value $1,484,898.

    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 18,947 shares
    Change vs previous 13F -2,054 shares

    0.16% of the 13F portfolio, value $1,484,331.

    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 21,001 shares
    Change vs previous 13F -38,955 shares

    0.18% of the 13F portfolio, value $1,526,541.

    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 59,956 shares
    Change vs previous 13F +13,269 shares

    0.52% of the 13F portfolio, value $3,942,701.

    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 46,687 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,218,580.

    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).