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Cooper Financial Group: SPYV position timeline

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

Cooper Financial Group held 44,820 SPYV 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 44,820 shares
    Change vs previous 13F -558 shares

    0.22% of the 13F portfolio, value $2,739,855.

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

  2. period ended2026-06-30
    13F 45,378 shares
    Change vs previous 13F -38,670 shares

    0.23% of the 13F portfolio, value $2,758,524.

    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 84,048 shares
    Change vs previous 13F -2,328 shares

    0.48% of the 13F portfolio, value $4,755,424.

    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 86,376 shares
    Change vs previous 13F -17,867 shares

    0.52% of the 13F portfolio, value $4,907,029.

    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 104,243 shares
    Change vs previous 13F -5,722 shares

    0.64% of the 13F portfolio, value $5,767,742.

    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 109,965 shares
    Change vs previous 13F -16,756 shares

    0.68% of the 13F portfolio, value $5,755,557.

    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 126,721 shares
    Change vs previous 13F -8,905 shares

    0.85% of the 13F portfolio, value $6,471,641.

    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 135,626 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $6,935,901.

    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).