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Coe Capital Management, LLC: BX position timeline

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

Coe Capital Management, LLC held 14,131 BX 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 14,131 shares
    Change vs previous 13F +63 shares

    1.29% of the 13F portfolio, value $1,373,000.

    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 14,068 shares
    Change vs previous 13F -2,400 shares

    1.05% of the 13F portfolio, value $1,048,000.

    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 16,468 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $1,067,000.

    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 16,468 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $860,000.

    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 16,468 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $933,000.

    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 16,468 shares
    Change vs previous 13F -190 shares

    1.25% of the 13F portfolio, value $750,000.

    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 16,658 shares
    Change vs previous 13F -180 shares

    1.19% of the 13F portfolio, value $932,000.

    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 16,838 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $822,000.

    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).