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Creative Planning CCB Position History
Coastal Financial Corporation
Quarters held
8
Latest value
$927K
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $136K |
| Q3 2025 | $1.3M |
| Q4 2025 | $1.4M |
| Q1 2026 | $554K |
| Q2 2026 | $39K |
| Q2 2026 | $576K |
| Q3 2026 | $35K |
| Q3 2026 | $927K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $927K | 23.2K | — | — |
| Q3 2026 | $35K | 865 | — | — |
| Q2 2026 | $576K | 7.4K | — | — |
| Q2 2026 | $39K | 498 | — | — |
| Q1 2026 | $554K | 7.3K | — | — |
| Q4 2025 | $1.4M | 12.1K | — | — |
| Q3 2025 | $1.3M | 12.4K | — | — |
| Q3 2025 | $136K | 1.3K | — | — |