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Coe Capital Management, LLC: GBDC position timeline

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

Coe Capital Management, LLC held 26,702 GBDC 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 26,702 shares
    Change vs previous 13F -3,896 shares

    0.39% of the 13F portfolio, value $412,000.

    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 30,598 shares
    Change vs previous 13F -6,328 shares

    0.45% of the 13F portfolio, value $447,000.

    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 36,926 shares
    Change vs previous 13F +11,082 shares

    0.57% of the 13F portfolio, value $522,000.

    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 25,844 shares
    Change vs previous 13F -28,234 shares

    0.46% of the 13F portfolio, value $342,000.

    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 54,078 shares
    Change vs previous 13F +10,883 shares

    0.94% of the 13F portfolio, value $630,000.

    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 43,195 shares
    Change vs previous 13F -341 shares

    0.91% of the 13F portfolio, value $543,000.

    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 43,536 shares
    Change vs previous 13F -1,684 shares

    1.03% of the 13F portfolio, value $803,000.

    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 45,220 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $852,000.

    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).