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Disclosery

Cooper Financial Group: XSVM position timeline

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

Cooper Financial Group held 44,417 XSVM 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 44,417 shares
    Change vs previous 13F -27,690 shares

    0.23% of the 13F portfolio, value $2,891,558.

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

  2. period ended2026-06-30
    13F 72,107 shares
    Change vs previous 13F +426 shares

    0.42% of the 13F portfolio, value $5,017,942.

    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 71,681 shares
    Change vs previous 13F -1,892 shares

    0.44% of the 13F portfolio, value $4,319,510.

    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 73,573 shares
    Change vs previous 13F +2,403 shares

    0.45% of the 13F portfolio, value $4,203,954.

    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 71,170 shares
    Change vs previous 13F +2,504 shares

    0.44% of the 13F portfolio, value $4,018,266.

    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 68,666 shares
    Change vs previous 13F +241 shares

    0.42% of the 13F portfolio, value $3,569,966.

    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 68,425 shares
    Change vs previous 13F +6,458 shares

    0.45% of the 13F portfolio, value $3,434,916.

    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 61,967 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,375,989.

    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).