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Coe Capital Management, LLC: IGSB position timeline

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

Coe Capital Management, LLC held 35,894 IGSB 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 35,894 shares
    Change vs previous 13F -1,322 shares

    1.85% of the 13F portfolio, value $1,967,000.

    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 37,216 shares
    Change vs previous 13F -1,185 shares

    2.04% of the 13F portfolio, value $2,035,000.

    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 38,401 shares
    Change vs previous 13F +96 shares

    2.32% of the 13F portfolio, value $2,119,000.

    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 38,305 shares
    Change vs previous 13F +545 shares

    2.82% of the 13F portfolio, value $2,103,000.

    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 37,760 shares
    Change vs previous 13F -5,700 shares

    3.07% of the 13F portfolio, value $2,066,000.

    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 43,460 shares
    Change vs previous 13F +2,942 shares

    3.8% of the 13F portfolio, value $2,276,000.

    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 40,518 shares
    Change vs previous 13F +832 shares

    2.78% of the 13F portfolio, value $2,173,000.

    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 39,686 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $2,130,000.

    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).