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Cooper Financial Group

SEC CIK
0001751581
Latest filing
Jul 8, 2026

BDCZ holding history

UBS AG in every 13F filed by Cooper Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BDCZ overviewAll 13F holders of BDCZFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of BDCZ by Cooper Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−16,658−100.0%Sold outHolders
Q4 202216,658$278.5K0.1%−16−0.1%ReducedHolders
Q3 202216,674$259.0K0.1%−62−0.4%ReducedHolders
Q2 202216,736$288.0K0.1%+16,736NewHolders
Q1 20220$00.0%−10,365−100.0%Sold outHolders
Q4 202110,365$208.0K0.1%+10+0.1%AddedHolders
Q3 202110,355$203.0K<0.1%+78+0.8%AddedHolders
Q2 202110,277$202.0K<0.1%00.0%UnchangedHolders
Q1 202110,277$191.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.