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Coastwise Capital Group, LLC: SCUS position timeline

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

Coastwise Capital Group, LLC held 20,810 SCUS 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 20,810 shares
    Change vs previous 13F -93 shares

    0.3% of the 13F portfolio, value $523,884.

    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 20,903 shares
    Change vs previous 13F -3,196 shares

    0.29% of the 13F portfolio, value $526,748.

    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 24,099 shares
    Change vs previous 13F -349 shares

    0.3% of the 13F portfolio, value $606,820.

    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 24,448 shares
    Change vs previous 13F -953 shares

    0.43% of the 13F portfolio, value $617,315.

    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 25,401 shares
    Change vs previous 13F -2,668 shares

    0.51% of the 13F portfolio, value $639,852.

    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 28,069 shares
    Change vs previous 13F +4,599 shares

    0.6% of the 13F portfolio, value $707,056.

    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 23,470 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $589,568.

    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).