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Coe Capital Management, LLC: SLRC position timeline

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

Coe Capital Management, LLC held 38,319 SLRC 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 38,319 shares
    Change vs previous 13F -165 shares

    0.67% of the 13F portfolio, value $714,000.

    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 38,484 shares
    Change vs previous 13F +2,411 shares

    0.69% of the 13F portfolio, value $683,000.

    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 36,073 shares
    Change vs previous 13F -2,392 shares

    0.69% of the 13F portfolio, value $632,000.

    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 38,465 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $610,000.

    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 38,465 shares
    Change vs previous 13F +155 shares

    0.92% of the 13F portfolio, value $616,000.

    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 38,310 shares
    Change vs previous 13F +1,629 shares

    0.74% of the 13F portfolio, value $446,000.

    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 36,681 shares
    Change vs previous 13F -4,240 shares

    0.97% of the 13F portfolio, value $756,000.

    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 40,921 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $845,000.

    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).