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Coquina Private Wealth LLC: CSQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coquina Private Wealth LLC on CSQ, newest first. How the timeline and the estimate are built.

Coquina Private Wealth LLC held 19,834 CSQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,834 shares
    Change vs previous 13F -152 shares

    0.28% of the 13F portfolio, value $407,795.

    13F-HR 0002063364-26-000230 filed by Coquina Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,986 shares
    Change vs previous 13F +41 shares

    0.28% of the 13F portfolio, value $342,153.

    13F-HR 0002063364-26-000147 filed by Coquina Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,945 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $382,946.

    13F-HR 0002063364-26-000040 filed by Coquina Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).