Copley Financial Group, Inc.: C position timeline

Copley Financial Group, Inc. held 3,798 C shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,798 shares

   Change vs previous 13F -1,991 shares

   0.32% of the 13F portfolio, value $531,568.

   13F-HR 0002045258-26-000003 filed by Copley Financial Group, Inc.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,789 shares

   Change vs previous 13F -160 shares

   0.4% of the 13F portfolio, value $656,530.

   13F-HR 0002045258-26-000002 filed by Copley Financial Group, Inc.
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,949 shares

   Change vs previous 13F +5,949 shares

   0.43% of the 13F portfolio, value $694,189.

   13F-HR 0002045258-26-000001 filed by Copley Financial Group, Inc.
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,507 shares

   13F-HR 0002045258-25-000006 filed by Copley Financial Group, Inc.
   Filed 2025-11-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 2,507 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $213,396.

   13F-HR 0002045258-25-000004 filed by Copley Financial Group, Inc.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).