Covestor Ltd
- SEC CIK
- 0001909846
- Latest filing
- Aug 7, 2026
CCB holding history
Coastal Financial Corp in every 13F filed by Covestor Ltd, 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)
- 9
- Value
- $1.00K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $1.00K | <0.1% | +4+80.0% | Added | Holders |
| Q1 2026 | 5 | $0 | 0.0% | −11−68.8% | Reduced | Holders |
| Q4 2025 | 16 | $2.00K | <0.1% | −6−27.3% | Reduced | Holders |
| Q3 2025 | 22 | $2.00K | <0.1% | −2−8.3% | Reduced | Holders |
| Q2 2025 | 24 | $2.00K | <0.1% | −3−11.1% | Reduced | Holders |
| Q1 2025 | 27 | $2.00K | <0.1% | −26−49.1% | Reduced | Holders |
| Q4 2024 | 53 | $5.00K | <0.1% | +31+140.9% | Added | Holders |
| Q3 2024 | 22 | $1.00K | <0.1% | +1+4.8% | Added | Holders |
| Q2 2024 | 21 | $1.00K | <0.1% | +3+16.7% | Added | Holders |
| Q1 2024 | 18 | $1.00K | <0.1% | +18 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −3−100.0% | Sold out | Holders |
| Q1 2023 | 3 | $0 | 0.0% | +1+50.0% | Added | Holders |
| Q4 2022 | 2 | $0 | 0.0% | 00.0% | Unchanged | Holders |
| Q3 2022 | 2 | $0 | 0.0% | +2 | New | Holders |