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Farther Finance Advisors, LLC → CCB
Farther Finance Advisors, LLC CCB Position History
Coastal Financial Corporation
Quarters held
5
Latest value
$72K
Q3 2026
Peak value
$331K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $97K |
| Q4 2025 | $331K |
| Q1 2026 | $171K |
| Q2 2026 | $168K |
| Q3 2026 | $72K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $72K | 1.8K | — | — |
| Q2 2026 | $168K | 2.2K | — | — |
| Q1 2026 | $171K | 2.2K | — | — |
| Q4 2025 | $331K | 2.9K | — | — |
| Q3 2025 | $97K | 896 | — | — |