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Disclosery

Cooper Financial Group: TOTL position timeline

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

Cooper Financial Group held 15,123 TOTL 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 15,123 shares
    Change vs previous 13F -35,622 shares

    0.05% of the 13F portfolio, value $565,916.

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

  2. period ended2026-06-30
    13F 50,745 shares
    Change vs previous 13F +15,956 shares

    0.17% of the 13F portfolio, value $2,002,913.

    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 34,789 shares
    Change vs previous 13F -383 shares

    0.14% of the 13F portfolio, value $1,382,181.

    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 35,172 shares
    Change vs previous 13F -3,625 shares

    0.15% of the 13F portfolio, value $1,415,671.

    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 38,797 shares
    Change vs previous 13F -7,240 shares

    0.17% of the 13F portfolio, value $1,573,977.

    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 46,037 shares
    Change vs previous 13F -5,293 shares

    0.22% of the 13F portfolio, value $1,846,563.

    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 51,330 shares
    Change vs previous 13F +2,592 shares

    0.27% of the 13F portfolio, value $2,068,080.

    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 48,738 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,919,798.

    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).