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Disclosery

Cox Capital Mgt LLC: ACWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cox Capital Mgt LLC on ACWV, newest first. How the timeline and the estimate are built.

Cox Capital Mgt LLC held 0 ACWV shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,665 shares

    13F-HR 0001748728-26-000002 filed by Cox Capital Mgt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,665 shares
    Change vs previous 13F +109 shares

    0.27% of the 13F portfolio, value $437,652.

    13F-HR 0001748728-26-000001 filed by Cox Capital Mgt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,556 shares
    Change vs previous 13F +152 shares

    0.28% of the 13F portfolio, value $426,449.

    13F-HR 0001748728-25-000005 filed by Cox Capital Mgt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,404 shares
    Change vs previous 13F -118 shares

    0.28% of the 13F portfolio, value $403,625.

    13F-HR 0001748728-25-000003 filed by Cox Capital Mgt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,522 shares
    Change vs previous 13F +325 shares

    0.3% of the 13F portfolio, value $409,881.

    13F-HR 0001748728-25-000002 filed by Cox Capital Mgt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,197 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $349,137.

    13F-HR 0001748728-25-000001 filed by Cox Capital Mgt LLC
    Filed (acceptance time not in the bulk data set), ingested

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