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Disclosery

Cooper Financial Group: VTI position timeline

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

Cooper Financial Group held 1,995 VTI 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 1,995 shares
    Change vs previous 13F +622 shares

    0.06% of the 13F portfolio, value $746,685.

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

  2. period ended2026-06-30
    13F 1,373 shares
    Change vs previous 13F +450 shares

    0.04% of the 13F portfolio, value $508,211.

    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 923 shares
    Change vs previous 13F -10 shares

    0.03% of the 13F portfolio, value $296,203.

    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 933 shares
    Change vs previous 13F -27 shares

    0.03% of the 13F portfolio, value $312,890.

    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 960 shares
    Change vs previous 13F -9,890 shares

    0.03% of the 13F portfolio, value $315,128.

    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 10,850 shares
    Change vs previous 13F -595 shares

    0.39% of the 13F portfolio, value $3,297,677.

    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 11,445 shares
    Change vs previous 13F -3,614 shares

    0.41% of the 13F portfolio, value $3,145,452.

    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 15,059 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,364,174.

    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).