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Coe Capital Management, LLC: FIVN position timeline

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

Coe Capital Management, LLC held 6,977 FIVN 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 6,977 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $1,280,000.

    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 6,977 shares
    Change vs previous 13F -2,906 shares

    1.1% of the 13F portfolio, value $1,091,000.

    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 9,883 shares
    Change vs previous 13F -317 shares

    1.88% of the 13F portfolio, value $1,724,000.

    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 10,200 shares
    Change vs previous 13F -54 shares

    1.78% of the 13F portfolio, value $1,323,000.

    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 10,254 shares
    Change vs previous 13F -2,054 shares

    1.69% of the 13F portfolio, value $1,135,000.

    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 12,308 shares
    Change vs previous 13F -728 shares

    1.57% of the 13F portfolio, value $941,000.

    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 13,036 shares
    Change vs previous 13F -3,569 shares

    1.09% of the 13F portfolio, value $855,000.

    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 16,605 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $892,000.

    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).