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Disclosery

Copley Financial Group, Inc.: SMOT position timeline

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

Copley Financial Group, Inc. held 7,957 SMOT 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 7,957 shares
    Change vs previous 13F -607 shares

    0.19% of the 13F portfolio, value $309,209.

    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 8,564 shares
    Change vs previous 13F -717 shares

    0.18% of the 13F portfolio, value $301,367.

    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 9,281 shares
    Change vs previous 13F -1,062 shares

    0.21% of the 13F portfolio, value $335,972.

    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 10,343 shares
    Change vs previous 13F -3,229 shares

    0.26% of the 13F portfolio, value $373,175.

    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 13,572 shares
    Change vs previous 13F -706 shares

    0.35% of the 13F portfolio, value $472,306.

    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 14,278 shares
    Change vs previous 13F -1,350 shares

    0.36% of the 13F portfolio, value $468,176.

    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 15,628 shares
    Change vs previous 13F +8,277 shares

    0.41% of the 13F portfolio, value $538,697.

    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 7,351 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $257,506.

    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).