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Coe Capital Management, LLC: BSV position timeline

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

Coe Capital Management, LLC held 37,831 BSV shares at 2021-06-30 per its 13F-HR filed 2021-07-22.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 37,831 shares
    Change vs previous 13F -1,065 shares

    2.93% of the 13F portfolio, value $3,108,000.

    13F-HR 0001505896-21-000005 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-03-31
    13F 38,896 shares
    Change vs previous 13F +2,933 shares

    3.21% of the 13F portfolio, value $3,197,000.

    13F-HR 0001505896-21-000004 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2020-12-31
    13F 35,963 shares
    Change vs previous 13F -20 shares

    3.26% of the 13F portfolio, value $2,981,000.

    13F-HR 0001505896-21-000001 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-09-30
    13F 35,983 shares
    Change vs previous 13F +480 shares

    4.01% of the 13F portfolio, value $2,988,000.

    13F-HR 0001505896-20-000004 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-06-30
    13F 35,503 shares
    Change vs previous 13F -57 shares

    4.38% of the 13F portfolio, value $2,951,000.

    13F-HR 0001505896-20-000003 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-03-31
    13F 35,560 shares
    Change vs previous 13F -2,632 shares

    4.88% of the 13F portfolio, value $2,922,000.

    13F-HR 0001505896-20-000002 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2019-12-31
    13F 38,192 shares
    Change vs previous 13F -15,760 shares

    3.94% of the 13F portfolio, value $3,079,000.

    13F-HR 0001505896-20-000001 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2019-09-30
    13F 53,952 shares
    Change vs previous 13F not available

    4.83% of the 13F portfolio, value $4,359,000.

    13F-HR 0001505896-19-000005 filed by Coe Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).