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Copley Financial Group, Inc.: PSMJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copley Financial Group, Inc. on PSMJ, newest first. How the timeline and the estimate are built.

Copley Financial Group, Inc. held 7,003 PSMJ 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 7,003 shares
    Change vs previous 13F -1,716 shares

    0.14% of the 13F portfolio, value $236,876.

    13F-HR 0002045258-26-000003 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 8,719 shares
    Change vs previous 13F -107 shares

    0.17% of the 13F portfolio, value $277,557.

    13F-HR 0002045258-26-000002 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 8,826 shares
    Change vs previous 13F -333 shares

    0.18% of the 13F portfolio, value $284,271.

    13F-HR 0002045258-26-000001 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,159 shares
    Change vs previous 13F -28 shares

    0.2% of the 13F portfolio, value $289,058.

    13F-HR 0002045258-25-000006 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,187 shares
    Change vs previous 13F -1,634 shares

    0.21% of the 13F portfolio, value $278,638.

    13F-HR 0002045258-25-000004 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 10,821 shares
    Change vs previous 13F -2,053 shares

    0.23% of the 13F portfolio, value $301,075.

    13F-HR/A 0002045258-25-000003 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,874 shares
    Change vs previous 13F +3,603 shares

    0.28% of the 13F portfolio, value $366,007.

    13F-HR 0002045258-25-000001 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,271 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $258,939.

    13F-HR 0002045258-24-000002 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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