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Disclosery

Cox Capital Mgt LLC: SACH position timeline

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

Cox Capital Mgt LLC held 1,140,391 SACH 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 1,140,391 shares
    Change vs previous 13F -6,377 shares

    0.59% of the 13F portfolio, value $1,049,160.

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

  2. period ended2026-06-30
    13F 1,146,768 shares
    Change vs previous 13F +3,329 shares

    0.6% of the 13F portfolio, value $1,079,453.

    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 1,143,439 shares
    Change vs previous 13F +29,713 shares

    0.77% of the 13F portfolio, value $1,154,873.

    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 1,113,726 shares
    Change vs previous 13F -1,431 shares

    0.73% of the 13F portfolio, value $1,169,413.

    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 1,115,157 shares
    Change vs previous 13F -7,211 shares

    0.81% of the 13F portfolio, value $1,237,824.

    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 1,122,368 shares
    Change vs previous 13F +541,301 shares

    0.92% of the 13F portfolio, value $1,346,842.

    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 581,067 shares
    Change vs previous 13F -20,451 shares

    0.49% of the 13F portfolio, value $674,037.

    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 601,518 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $812,049.

    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).