Coastline Complete Wealth LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coastline Complete Wealth LLC on IVV, newest first. How the timeline and the estimate are built.

Coastline Complete Wealth LLC held 8,394 IVV shares at 2026-03-31 per its 13F-HR filed 2026-05-22.

the latest 13F is the newest step

period ended2026-03-31
13F 8,394 shares
Change vs previous 13F +29 shares
3.4% of the 13F portfolio, value $5,483,045.
13F-HR 0002112134-26-000003 filed by Coastline Complete Wealth LLC
Filed 2026-05-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 8,365 shares
Change vs previous 13F not available
3.61% of the 13F portfolio, value $5,729,691.
13F-HR 0002112134-26-000002 filed by Coastline Complete Wealth LLC
Filed 2026-02-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).