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Coastwise Capital Group, LLC: VOO position timeline

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

Coastwise Capital Group, LLC held 1,815 VOO 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 1,815 shares
    Change vs previous 13F +144 shares

    0.72% of the 13F portfolio, value $1,246,361.

    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 1,671 shares
    Change vs previous 13F +83 shares

    0.55% of the 13F portfolio, value $998,645.

    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 1,588 shares
    Change vs previous 13F -35 shares

    0.5% of the 13F portfolio, value $995,802.

    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 1,623 shares
    Change vs previous 13F +337 shares

    0.7% of the 13F portfolio, value $994,176.

    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 1,286 shares
    Change vs previous 13F +20 shares

    0.58% of the 13F portfolio, value $730,489.

    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 1,266 shares
    Change vs previous 13F -1,097 shares

    0.55% of the 13F portfolio, value $650,612.

    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 2,363 shares
    Change vs previous 13F +52 shares

    1.02% of the 13F portfolio, value $1,273,289.

    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 2,311 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,219,692.

    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).