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Disclosery

Coastwise Capital Group, LLC: F position timeline

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

Coastwise Capital Group, LLC held 42,630 F 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 42,630 shares
    Change vs previous 13F -7,415 shares

    0.34% of the 13F portfolio, value $592,552.

    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 50,045 shares
    Change vs previous 13F -3,355 shares

    0.32% of the 13F portfolio, value $577,514.

    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 53,400 shares
    Change vs previous 13F +478 shares

    0.35% of the 13F portfolio, value $700,609.

    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 52,922 shares
    Change vs previous 13F -5,241 shares

    0.45% of the 13F portfolio, value $632,952.

    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 58,163 shares
    Change vs previous 13F -5,022 shares

    0.5% of the 13F portfolio, value $631,072.

    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 63,185 shares
    Change vs previous 13F -896 shares

    0.53% of the 13F portfolio, value $633,744.

    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 64,081 shares
    Change vs previous 13F +3,136 shares

    0.51% of the 13F portfolio, value $634,406.

    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 60,945 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $643,583.

    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).