Skip to content
Disclosery

Cooper Financial Group: XLE position timeline

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

Cooper Financial Group held 8,682 XLE 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 8,682 shares
    Change vs previous 13F +972 shares

    0.04% of the 13F portfolio, value $533,924.

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

  2. period ended2026-06-30
    13F 7,710 shares
    Change vs previous 13F +1,074 shares

    0.03% of the 13F portfolio, value $409,487.

    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 6,636 shares
    Change vs previous 13F +387 shares

    0.04% of the 13F portfolio, value $406,523.

    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 6,249 shares
    Change vs previous 13F +3,023 shares

    0.03% of the 13F portfolio, value $279,413.

    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 3,226 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $288,227.

    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 3,216 shares
    Change vs previous 13F -3,570 shares

    0.03% of the 13F portfolio, value $272,758.

    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 6,786 shares
    Change vs previous 13F +55 shares

    0.08% of the 13F portfolio, value $634,134.

    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 6,731 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $576,543.

    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).