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Disclosery

Coastwise Capital Group, LLC: DIA position timeline

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

Coastwise Capital Group, LLC held 4,054 DIA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,054 shares
    Change vs previous 13F -52 shares

    1.23% of the 13F portfolio, value $2,117,934.

    13F-HR 0001934500-26-000007 filed by Coastwise Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 4,106 shares
    Change vs previous 13F -464 shares

    1.06% of the 13F portfolio, value $1,901,701.

    13F-HR 0001934500-26-000006 filed by Coastwise Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,570 shares
    Change vs previous 13F +139 shares

    1.1% of the 13F portfolio, value $2,196,170.

    13F-HR 0001934500-26-000005 filed by Coastwise Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,431 shares
    Change vs previous 13F +58 shares

    1.45% of the 13F portfolio, value $2,054,862.

    13F-HR 0001934500-25-000011 filed by Coastwise Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,373 shares
    Change vs previous 13F +353 shares

    1.53% of the 13F portfolio, value $1,926,805.

    13F-HR 0001934500-25-000006 filed by Coastwise Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,020 shares
    Change vs previous 13F -2,462 shares

    1.42% of the 13F portfolio, value $1,687,723.

    13F-HR 0001934500-25-000004 filed by Coastwise Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,482 shares
    Change vs previous 13F +52 shares

    2.2% of the 13F portfolio, value $2,758,080.

    13F-HR 0001962780-25-000001 filed by Coastwise Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,430 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,720,638.

    13F-HR 0001934500-24-000012 filed by Coastwise Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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