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Disclosery

Cox Capital Mgt LLC: WSO position timeline

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

Cox Capital Mgt LLC held 1,925 WSO 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 1,925 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $582,678.

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

  2. period ended2026-06-30
    13F 1,925 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $802,205.

    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 1,925 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $700,296.

    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 1,925 shares
    Change vs previous 13F -275 shares

    0.45% of the 13F portfolio, value $721,009.

    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 2,200 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $889,460.

    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 2,200 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $971,564.

    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 2,200 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,118,260.

    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 2,200 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,042,558.

    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).