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Coe Capital Management, LLC: DAL position timeline

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

Coe Capital Management, LLC held 29,007 DAL 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 29,007 shares
    Change vs previous 13F +74 shares

    1.18% of the 13F portfolio, value $1,255,000.

    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 28,933 shares
    Change vs previous 13F +2,720 shares

    1.4% of the 13F portfolio, value $1,397,000.

    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 26,213 shares
    Change vs previous 13F -860 shares

    1.15% of the 13F portfolio, value $1,054,000.

    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 27,073 shares
    Change vs previous 13F +2,110 shares

    1.11% of the 13F portfolio, value $828,000.

    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 24,963 shares
    Change vs previous 13F -2,850 shares

    1.04% of the 13F portfolio, value $700,000.

    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 27,813 shares
    Change vs previous 13F +436 shares

    1.33% of the 13F portfolio, value $794,000.

    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 27,377 shares
    Change vs previous 13F -3,405 shares

    2.05% of the 13F portfolio, value $1,601,000.

    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 30,782 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $1,773,000.

    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).