Copley Financial Group, Inc.
Q1 2025 13F Detailed Holdings
Location
San Diego, CA
Holdings as of
3/31/2025
Value ($000)
$130,578
Num holdings
127
Date filed
6/27/2025
Form type
13F-HR
Prev filing
3/4/2025
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
Compare Q1 2025 to
2025 Q1 - RESTATEMENT
2024 Q4
2024 Q3
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
2
Troy Robertson
3
Dave Magee
4
Philip Denstad
5
Kent Hulse
6
Matthew Klein