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Parallel Advisors, LLC CCB Position History
Coastal Financial Corporation
Quarters held
6
Latest value
$100K
Q3 2026
Peak value
$501K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $501K |
| Q4 2025 | $335K |
| Q1 2026 | $201K |
| Q1 2026 | $201K |
| Q2 2026 | $187K |
| Q3 2026 | $100K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $100K | 2.5K | — | — |
| Q2 2026 | $187K | 2.4K | — | — |
| Q1 2026 | $201K | 2.6K | — | — |
| Q1 2026 | $201K | 2.6K | — | — |
| Q4 2025 | $335K | 2.9K | — | — |
| Q3 2025 | $501K | 4.6K | — | — |