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Disclosery

Coastline Complete Wealth LLC: SCHX position timeline

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

Coastline Complete Wealth LLC held 89,000 SCHX shares at 2026-03-31 per its 13F-HR filed 2026-05-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 89,000 shares
    Change vs previous 13F +265 shares

    1.41% of the 13F portfolio, value $2,281,960.

    13F-HR 0002112134-26-000003 filed by Coastline Complete Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 88,735 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,387,865.

    13F-HR 0002112134-26-000002 filed by Coastline Complete Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).