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Moss Adams Wealth Advisors LLC

SEC CIK
0001661245
Latest filing
Jul 27, 2026

CCB holding history

Coastal Financial Corp in every 13F filed by Moss Adams Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CCB overviewAll 13F holders of CCBFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2024
Holdings of CCB by Moss Adams Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−18,888−100.0%Sold outHolders
Q3 202418,888$1.02M0.1%+18,888NewHolders