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SIGNATUREFD, LLC CCB Position History
Coastal Financial Corporation
Quarters held
2
Latest value
$2K
Q3 2026
Peak value
$6K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 52 | — | — |
| Q4 2025 | $6K | 48 | — | — |