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Disclosery

Cox Capital Mgt LLC: FERG position timeline

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

Cox Capital Mgt LLC held 5,010 FERG 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 5,010 shares
    Change vs previous 13F -15 shares

    0.62% of the 13F portfolio, value $1,115,359.

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

  2. period ended2026-06-30
    13F 5,025 shares
    Change vs previous 13F +138 shares

    0.66% of the 13F portfolio, value $1,192,583.

    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 4,887 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,139,942.

    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).