Coastwise Capital Group, LLC: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coastwise Capital Group, LLC on COST, newest first. How the timeline and the estimate are built.
Coastwise Capital Group, LLC held 1,674 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 1,674 sharesChange vs previous 13F +171 shares
0.91% of the 13F portfolio, value $1,565,862.
13F-HR 0001934500-26-000007 filed by Coastwise Capital Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,503 sharesChange vs previous 13F +103 shares
0.83% of the 13F portfolio, value $1,497,961.
13F-HR 0001934500-26-000006 filed by Coastwise Capital Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,400 sharesChange vs previous 13F 0 shares
0.6% of the 13F portfolio, value $1,207,127.
13F-HR 0001934500-26-000005 filed by Coastwise Capital Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,400 sharesChange vs previous 13F +12 shares
0.91% of the 13F portfolio, value $1,296,147.
13F-HR 0001934500-25-000011 filed by Coastwise Capital Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,388 sharesChange vs previous 13F -23 shares
1.09% of the 13F portfolio, value $1,373,965.
13F-HR 0001934500-25-000006 filed by Coastwise Capital Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,411 sharesChange vs previous 13F -151 shares
1.12% of the 13F portfolio, value $1,334,580.
13F-HR 0001934500-25-000004 filed by Coastwise Capital Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,562 sharesChange vs previous 13F +901 shares
1.14% of the 13F portfolio, value $1,431,108.
13F-HR 0001962780-25-000001 filed by Coastwise Capital Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 661 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $586,334.
13F-HR 0001934500-24-000012 filed by Coastwise Capital Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).