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Disclosery

Coe Capital Management, LLC: RWM position timeline

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

Coe Capital Management, LLC held 27,500 RWM 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 27,500 shares
    Change vs previous 13F +27,500 shares

    0.54% of the 13F portfolio, value $576,000.

    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 0 shares
    Change vs previous 13F -20,000 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2020-12-31
    13F 20,000 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $508,000.

    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).