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Disclosery

Cooper Financial Group: XLK position timeline

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

Cooper Financial Group held 2,410 XLK 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 2,410 shares
    Change vs previous 13F +20 shares

    0.04% of the 13F portfolio, value $471,721.

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

  2. period ended2026-06-30
    13F 2,390 shares
    Change vs previous 13F +307 shares

    0.04% of the 13F portfolio, value $455,286.

    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 2,083 shares
    Change vs previous 13F -193 shares

    0.03% of the 13F portfolio, value $276,827.

    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 2,276 shares
    Change vs previous 13F +776 shares

    0.03% of the 13F portfolio, value $327,713.

    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 1,500 shares
    Change vs previous 13F -490 shares

    0.05% of the 13F portfolio, value $422,841.

    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 1,990 shares
    Change vs previous 13F -3,208 shares

    0.06% of the 13F portfolio, value $503,870.

    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 5,198 shares
    Change vs previous 13F +184 shares

    0.14% of the 13F portfolio, value $1,073,330.

    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 5,014 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,165,942.

    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).