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Coastwise Capital Group, LLC: SLYV position timeline

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

Coastwise Capital Group, LLC held 3,024 SLYV 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 3,024 shares
    Change vs previous 13F +84 shares

    0.19% of the 13F portfolio, value $330,000.

    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 2,940 shares
    Change vs previous 13F +13 shares

    0.15% of the 13F portfolio, value $278,064.

    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 2,927 shares
    Change vs previous 13F +20 shares

    0.13% of the 13F portfolio, value $266,286.

    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 2,907 shares
    Change vs previous 13F +30 shares

    0.18% of the 13F portfolio, value $257,709.

    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 2,877 shares
    Change vs previous 13F -709 shares

    0.18% of the 13F portfolio, value $229,504.

    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 3,586 shares
    Change vs previous 13F +35 shares

    0.24% of the 13F portfolio, value $281,161.

    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 3,551 shares
    Change vs previous 13F +33 shares

    0.25% of the 13F portfolio, value $309,860.

    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 3,518 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $305,457.

    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).