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Disclosery

Cooper Financial Group: VYM position timeline

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

Cooper Financial Group held 2,333 VYM 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 2,333 shares
    Change vs previous 13F +64 shares

    0.03% of the 13F portfolio, value $362,111.

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

  2. period ended2026-06-30
    13F 2,269 shares
    Change vs previous 13F +369 shares

    0.03% of the 13F portfolio, value $358,547.

    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 1,900 shares
    Change vs previous 13F -97 shares

    0.03% of the 13F portfolio, value $281,390.

    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 1,997 shares
    Change vs previous 13F +97 shares

    0.03% of the 13F portfolio, value $286,564.

    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 1,900 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $267,853.

    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 1,917 shares
    Change vs previous 13F +185 shares

    0.03% of the 13F portfolio, value $255,495.

    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 1,732 shares
    Change vs previous 13F -43 shares

    0.03% of the 13F portfolio, value $223,386.

    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 1,775 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $226,454.

    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).