Certified Advisory Corp

SEC CIK: 0001731732
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CCB holding history

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

CCB overview All 13F holders of CCB Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2022

Holdings of CCB by Certified Advisory Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−11,298−100.0%	Sold out	Holders
Q4 2022	11,298	$142.8K	<0.1%	+11,298	New	Holders