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Disclosery

Cox Capital Mgt LLC: VUG position timeline

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

Cox Capital Mgt LLC held 12,486 VUG 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 12,486 shares
    Change vs previous 13F +111 shares

    0.63% of the 13F portfolio, value $1,125,102.

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

  2. period ended2026-06-30
    13F 12,375 shares
    Change vs previous 13F +10,297 shares

    0.59% of the 13F portfolio, value $1,065,948.

    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 2,078 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $907,672.

    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).