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ASSETMARK, INC CCB Position History
Coastal Financial Corporation
Quarters held
5
Latest value
$799
Q3 2026
Peak value
$6K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6K |
| Q4 2025 | $6K |
| Q1 2026 | $4K |
| Q2 2026 | $4K |
| Q3 2026 | $799 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $799 | 20 | — | — |
| Q2 2026 | $4K | 47 | — | — |
| Q1 2026 | $4K | 47 | — | — |
| Q4 2025 | $6K | 55 | — | — |
| Q3 2025 | $6K | 55 | — | — |