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Coe Capital Management, LLC: COST position timeline

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

Coe Capital Management, LLC held 5,084 COST 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 5,084 shares
    Change vs previous 13F -247 shares

    1.9% of the 13F portfolio, value $2,012,000.

    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 5,331 shares
    Change vs previous 13F +565 shares

    1.89% of the 13F portfolio, value $1,879,000.

    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 4,766 shares
    Change vs previous 13F -43 shares

    1.96% of the 13F portfolio, value $1,796,000.

    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 4,809 shares
    Change vs previous 13F 0 shares

    2.29% of the 13F portfolio, value $1,707,000.

    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 4,809 shares
    Change vs previous 13F +326 shares

    2.17% of the 13F portfolio, value $1,458,000.

    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 4,483 shares
    Change vs previous 13F +170 shares

    2.13% of the 13F portfolio, value $1,278,000.

    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 4,313 shares
    Change vs previous 13F -445 shares

    1.62% of the 13F portfolio, value $1,268,000.

    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 4,758 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $1,371,000.

    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).