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Disclosery

Cox Capital Mgt LLC: CMS position timeline

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

Cox Capital Mgt LLC held 17,203 CMS 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 17,203 shares
    Change vs previous 13F -86 shares

    0.61% of the 13F portfolio, value $1,085,158.

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

  2. period ended2026-06-30
    13F 17,289 shares
    Change vs previous 13F +17,289 shares

    0.74% of the 13F portfolio, value $1,322,601.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    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).

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