Cox Capital Mgt LLC: AAPL position timeline

Cox Capital Mgt LLC held 20,526 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 20,526 shares

   Change vs previous 13F -60 shares

   3.83% of the 13F portfolio, value $6,835,620.

   13F-HR 0001748728-26-000004 filed by Cox Capital Mgt LLC
   Accepted 2026-10-07 17:04:49 UTC, ingested 2026-10-07 17:05:30 UTC

2. period ended2026-06-30

   13F 20,586 shares

   Change vs previous 13F -54 shares

   3.32% of the 13F portfolio, value $5,956,771.

   13F-HR 0001748728-26-000003 filed by Cox Capital Mgt LLC
   Filed 2026-07-14 (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).

3. period ended2026-03-31

   13F 20,640 shares

   Change vs previous 13F +897 shares

   3.48% of the 13F portfolio, value $5,238,126.

   13F-HR 0001748728-26-000002 filed by Cox Capital Mgt LLC
   Filed 2026-04-14 (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).

4. period ended2025-12-31

   13F 19,743 shares

   Change vs previous 13F +42 shares

   3.2% of the 13F portfolio, value $5,153,902.

   13F-HR 0001748728-26-000001 filed by Cox Capital Mgt LLC
   Filed 2026-01-14 (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).

5. period ended2025-09-30

   13F 19,701 shares

   Change vs previous 13F +4,698 shares

   3.28% of the 13F portfolio, value $5,016,421.

   13F-HR 0001748728-25-000005 filed by Cox Capital Mgt LLC
   Filed 2025-10-08 (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).

6. period ended2025-06-30

   13F 15,003 shares

   Change vs previous 13F -310 shares

   2.1% of the 13F portfolio, value $3,078,093.

   13F-HR 0001748728-25-000003 filed by Cox Capital Mgt LLC
   Filed 2025-07-16 (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).

7. period ended2025-03-31

   13F 15,313 shares

   Change vs previous 13F -493 shares

   2.48% of the 13F portfolio, value $3,401,577.

   13F-HR 0001748728-25-000002 filed by Cox Capital Mgt LLC
   Filed 2025-04-09 (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).

8. period ended2024-12-31

   13F 15,806 shares

   Change vs previous 13F not available

   2.54% of the 13F portfolio, value $3,958,029.

   13F-HR 0001748728-25-000001 filed by Cox Capital Mgt LLC
   Filed 2025-01-14 (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).