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Disclosery

Cooper Financial Group: UPS position timeline

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

Cooper Financial Group held 44,744 UPS 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 44,744 shares
    Change vs previous 13F -315 shares

    0.33% of the 13F portfolio, value $4,180,890.

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

  2. period ended2026-06-30
    13F 45,059 shares
    Change vs previous 13F +241 shares

    0.4% of the 13F portfolio, value $4,843,848.

    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 44,818 shares
    Change vs previous 13F +179 shares

    0.45% of the 13F portfolio, value $4,409,203.

    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 44,639 shares
    Change vs previous 13F -12,339 shares

    0.47% of the 13F portfolio, value $4,427,696.

    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 56,978 shares
    Change vs previous 13F +71 shares

    0.53% of the 13F portfolio, value $4,759,378.

    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 56,907 shares
    Change vs previous 13F -8,693 shares

    0.68% of the 13F portfolio, value $5,744,218.

    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 65,600 shares
    Change vs previous 13F -307 shares

    0.95% of the 13F portfolio, value $7,215,320.

    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 65,907 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $8,310,864.

    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).