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Cox Capital Mgt LLC: CCB position timeline

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

Cox Capital Mgt LLC held 0 CCB 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 0 shares
    Change vs previous 13F -19,982 shares

    13F-HR 0001748728-26-000004 filed by Cox Capital Mgt LLC
    Accepted , ingested

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

  2. period ended2026-06-30
    13F 19,982 shares
    Change vs previous 13F -469 shares

    0.86% of the 13F portfolio, value $1,548,820.

    13F-HR 0001748728-26-000003 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).

  3. period ended2026-03-31
    13F 20,451 shares
    Change vs previous 13F -27,324 shares

    1.03% of the 13F portfolio, value $1,556,336.

    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).

  4. period ended2025-12-31
    13F 47,775 shares
    Change vs previous 13F +656 shares

    3.28% of the 13F portfolio, value $5,273,904.

    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).

  5. period ended2025-09-30
    13F 47,119 shares
    Change vs previous 13F -56 shares

    3.33% of the 13F portfolio, value $5,096,884.

    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).

  6. period ended2025-06-30
    13F 47,175 shares
    Change vs previous 13F -802 shares

    3.12% of the 13F portfolio, value $4,569,862.

    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).

  7. period ended2025-03-31
    13F 47,977 shares
    Change vs previous 13F -637 shares

    3.17% of the 13F portfolio, value $4,337,619.

    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).

  8. period ended2024-12-31
    13F 48,614 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $4,127,849.

    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).