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Cox Capital Mgt LLC: CFG position timeline

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

Cox Capital Mgt LLC held 19,458 CFG 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 19,458 shares
    Change vs previous 13F -2 shares

    0.69% of the 13F portfolio, value $1,240,641.

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

  2. period ended2026-06-30
    13F 19,460 shares
    Change vs previous 13F -49 shares

    0.76% of the 13F portfolio, value $1,363,568.

    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 19,509 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,169,955.

    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).