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Coe Capital Management, LLC: LOPE position timeline

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

Coe Capital Management, LLC held 6,314 LOPE 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 6,314 shares
    Change vs previous 13F +502 shares

    0.54% of the 13F portfolio, value $568,000.

    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 5,812 shares
    Change vs previous 13F -87 shares

    0.62% of the 13F portfolio, value $622,000.

    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 5,899 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $549,000.

    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 5,899 shares
    Change vs previous 13F +1,210 shares

    0.63% of the 13F portfolio, value $472,000.

    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 4,689 shares
    Change vs previous 13F -130 shares

    0.63% of the 13F portfolio, value $424,000.

    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 4,819 shares
    Change vs previous 13F -485 shares

    0.61% of the 13F portfolio, value $368,000.

    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 5,304 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $508,000.

    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).