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Disclosery

Cooper Financial Group: URI position timeline

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

Cooper Financial Group held 295 URI 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 295 shares
    Change vs previous 13F -386 shares

    0.02% of the 13F portfolio, value $295,065.

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

  2. period ended2026-06-30
    13F 681 shares
    Change vs previous 13F -197 shares

    0.06% of the 13F portfolio, value $771,311.

    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 878 shares
    Change vs previous 13F +31 shares

    0.06% of the 13F portfolio, value $639,353.

    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 847 shares
    Change vs previous 13F +23 shares

    0.07% of the 13F portfolio, value $685,686.

    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 824 shares
    Change vs previous 13F +17 shares

    0.09% of the 13F portfolio, value $786,513.

    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 807 shares
    Change vs previous 13F +13 shares

    0.07% of the 13F portfolio, value $607,654.

    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 794 shares
    Change vs previous 13F +42 shares

    0.07% of the 13F portfolio, value $497,833.

    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 752 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $529,639.

    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).