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Disclosery

Coe Capital Management, LLC: SHV position timeline

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

Coe Capital Management, LLC held 0 SHV shares at 2020-12-31 per its 13F-HR filed 2021-02-08.

the latest 13F is the newest step

  1. period ended2020-12-31
    13F 0 shares
    Change vs previous 13F -2,258 shares

    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).

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

  2. period ended2020-09-30
    13F 2,258 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $250,000.

    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).

  3. period ended2020-06-30
    13F 2,258 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $250,000.

    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).

  4. period ended2020-03-31
    13F 2,258 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $251,000.

    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).

  5. period ended2019-12-31
    13F 2,258 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $249,000.

    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).