Current Market Value 850,248,066
Current Holdings 374
Most Recent File Date 2025-07-18
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Cooper Financial Group . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-18 2025-06-30 13F-HR 374 850,248
2025-05-12 2025-03-31 13F-HR 379 759,158
2025-01-13 2024-12-31 13F-HR 386 830,415
2024-11-14 2024-09-30 13F-HR 382 770,326
2024-07-15 2024-06-30 13F-HR 372 680,183
2024-04-11 2024-03-31 13F-HR 349 608,434
2024-01-16 2023-12-31 13F-HR 342 549,942
2023-10-13 2023-09-30 13F-HR 324 415,976
2023-07-07 2023-06-30 13F-HR 316 403,325
2023-05-11 2023-03-31 13F-HR 298 371,114
2023-01-13 2022-12-31 13F-HR 293 327,479
2022-10-13 2022-09-30 13F-HR 261 277,907
2022-07-11 2022-06-30 13F-HR 250 275,368
2022-04-25 2022-03-31 13F-HR/A 1 R 243 263,292
2022-04-12 2022-03-31 13F-HR 244 263,505
2022-02-11 2021-12-31 13F-HR 234 264,918
2021-10-06 2021-09-30 13F-HR 248 482,075
2021-07-12 2021-06-30 13F-HR 251 491,763
2021-05-17 2021-03-31 13F-HR 241 442,827
2021-02-16 2020-12-31 13F-HR 295 490,301
2020-10-09 2020-09-30 13F-HR 205 346,409
2020-07-15 2020-06-30 13F-HR 191 308,946
2020-05-15 2020-03-31 13F-HR 152 239,903
2020-01-07 2019-12-31 13F-HR 157 249,830
2019-10-08 2019-09-30 13F-HR 143 221,757
2019-07-08 2019-06-30 13F-HR 125 206,243
2019-05-15 2019-03-31 13F-HR 109 181,521
2019-01-17 2018-12-31 13F-HR 101 147,532