Copley Financial Group, Inc.: PEP position timeline

Copley Financial Group, Inc. held 0 PEP shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,792 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.

2. period ended2025-06-30

   13F 2,792 shares

   Change vs previous 13F -175 shares

   0.27% of the 13F portfolio, value $368,656.

   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).

3. period ended2025-03-31

   13F/A 2,967 shares

   Change vs previous 13F -7 shares

   0.34% of the 13F portfolio, value $444,872.

   13F-HR/A 0002045258-25-000003 filed by Copley Financial Group, Inc.
   Filed 2025-07-09 (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).

4. period ended2024-12-31

   13F 2,974 shares

   Change vs previous 13F +2,905 shares

   0.35% of the 13F portfolio, value $452,226.

   13F-HR 0002045258-25-000001 filed by Copley Financial Group, Inc.
   Filed 2025-03-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-09-30

   13F 69 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $11,733.

   13F-HR 0002045258-24-000002 filed by Copley Financial Group, Inc.
   Filed 2024-12-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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