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HB Wealth Management, LLC → COSO
HB Wealth Management, LLC COSO Position History
CoastalSouth Bancshares, Inc. • Banking
Quarters held
4
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $888K |
| Q1 2026 | $950K |
| Q2 2026 | $1M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 38.5K | — | — |
| Q2 2026 | $1M | 38.1K | — | — |
| Q1 2026 | $950K | 38.6K | — | — |
| Q4 2025 | $888K | 38.2K | — | — |