Copley Financial Group, Inc.: PSFF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copley Financial Group, Inc. on PSFF, newest first. How the timeline and the estimate are built.
Copley Financial Group, Inc. held 358,334 PSFF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 358,334 sharesChange vs previous 13F +3,904 shares
7.43% of the 13F portfolio, value $12,294,440.
13F-HR 0002045258-26-000003 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 354,430 sharesChange vs previous 13F -10,121 shares
6.85% of the 13F portfolio, value $11,357,497.
13F-HR 0002045258-26-000002 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 364,551 sharesChange vs previous 13F +71,985 shares
7.29% of the 13F portfolio, value $11,785,934.
13F-HR 0002045258-26-000001 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 292,566 sharesChange vs previous 13F +50,483 shares
6.32% of the 13F portfolio, value $9,243,681.
13F-HR 0002045258-25-000006 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 242,083 sharesChange vs previous 13F +149,475 shares
5.47% of the 13F portfolio, value $7,378,690.
13F-HR 0002045258-25-000004 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 92,608 sharesChange vs previous 13F +43,358 shares
2.02% of the 13F portfolio, value $2,643,958.
13F-HR/A 0002045258-25-000003 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 49,250 sharesChange vs previous 13F +40,092 shares
1.1% of the 13F portfolio, value $1,442,532.
13F-HR 0002045258-25-000001 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,158 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $263,201.
13F-HR 0002045258-24-000002 filed by Copley Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).