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Coe Capital Management, LLC: NCA position timeline

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

Coe Capital Management, LLC held 40,483 NCA 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 40,483 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $433,000.

    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 40,483 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $414,000.

    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 40,483 shares
    Change vs previous 13F -15,015 shares

    0.48% of the 13F portfolio, value $437,000.

    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 55,498 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $598,000.

    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 55,498 shares
    Change vs previous 13F +7,449 shares

    0.84% of the 13F portfolio, value $567,000.

    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 48,049 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $480,000.

    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).