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Coastwise Capital Group, LLC: SPSM position timeline

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

Coastwise Capital Group, LLC held 54,963 SPSM 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 54,963 shares
    Change vs previous 13F +3,016 shares

    1.84% of the 13F portfolio, value $3,169,722.

    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 51,947 shares
    Change vs previous 13F +670 shares

    1.39% of the 13F portfolio, value $2,510,072.

    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 51,277 shares
    Change vs previous 13F +4,381 shares

    1.2% of the 13F portfolio, value $2,402,858.

    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 46,896 shares
    Change vs previous 13F +4,681 shares

    1.53% of the 13F portfolio, value $2,172,232.

    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 42,215 shares
    Change vs previous 13F +5,083 shares

    1.43% of the 13F portfolio, value $1,798,364.

    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 37,132 shares
    Change vs previous 13F +15,673 shares

    1.27% of the 13F portfolio, value $1,513,512.

    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 21,459 shares
    Change vs previous 13F +1,764 shares

    0.77% of the 13F portfolio, value $963,957.

    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 19,695 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $896,319.

    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).