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Disclosery

Cooper Financial Group: SRE position timeline

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

Cooper Financial Group held 13,786 SRE 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 13,786 shares
    Change vs previous 13F +3,744 shares

    0.09% of the 13F portfolio, value $1,074,732.

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

  2. period ended2026-06-30
    13F 10,042 shares
    Change vs previous 13F -849 shares

    0.08% of the 13F portfolio, value $931,013.

    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 10,891 shares
    Change vs previous 13F +145 shares

    0.11% of the 13F portfolio, value $1,058,296.

    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 10,746 shares
    Change vs previous 13F -226 shares

    0.1% of the 13F portfolio, value $948,743.

    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 10,972 shares
    Change vs previous 13F -87 shares

    0.11% of the 13F portfolio, value $987,286.

    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 11,059 shares
    Change vs previous 13F -922 shares

    0.1% of the 13F portfolio, value $837,955.

    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 11,981 shares
    Change vs previous 13F +271 shares

    0.11% of the 13F portfolio, value $854,932.

    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 11,710 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,027,195.

    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).