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Livermore
Livermore
ZHEN

Parallel Advisors, LLC

SEC CIK
0001690010
Latest filing
Aug 5, 2026

CCB holding history

Coastal Financial Corp in every 13F filed by Parallel 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 (Q2 2026)
2,413
Value
$187.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CCB by Parallel Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,413$187.0K<0.1%−223−8.5%ReducedHolders
Q1 20262,636$200.6K<0.1%−288−9.8%ReducedHolders
Q4 20252,924$335.1K<0.1%−1,709−36.9%ReducedHolders
Q3 20254,633$501.2K<0.1%−1,345−22.5%ReducedHolders
Q2 20255,978$579.1K<0.1%00.0%UnchangedHolders
Q1 20255,978$540.5K<0.1%−1,997−25.0%ReducedHolders
Q4 20247,975$677.2K<0.1%−30−0.4%ReducedHolders
Q3 20248,005$432.2K<0.1%00.0%UnchangedHolders
Q2 20248,005$369.4K<0.1%+227+2.9%AddedHolders
Q1 20247,778$302.3K<0.1%00.0%UnchangedHolders
Q4 20237,778$345.4K<0.1%00.0%UnchangedHolders
Q3 20237,778$333.8K<0.1%00.0%UnchangedHolders
Q2 20237,778$292.8K<0.1%00.0%UnchangedHolders
Q1 20237,778$280.1K<0.1%−1,439−15.6%ReducedHolders
Q4 20229,217$438.0K<0.1%−193−2.1%ReducedHolders
Q3 20229,410$374.0K<0.1%−2,597−21.6%ReducedHolders
Q2 202212,007$458.0K<0.1%+411+3.5%AddedHolders
Q1 202211,596$537.0K<0.1%−199−1.7%ReducedHolders
Q4 202111,795$597.0K<0.1%00.0%UnchangedHolders
Q3 202111,795$376.0K<0.1%00.0%UnchangedHolders
Q2 202111,795$337.0K<0.1%−66−0.6%ReducedHolders
Q1 202111,861$311.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.