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Coastal Capital Group

Latest statistics and disclosures from TimeScale Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SCHF, SCHD, IJH, SCHE, and represent 62.67% of TimeScale Financial's stock portfolio.
Added to shares of these 10 stocks: SPLG, IUSB, QUAL, GNMA, EFG, IEI, USMV, IYW, SCHE, EFV.
Started 24 new stock positions in KNF, AGG, NVCR, STZ, YETI, AVRE, SCWO, VSTM, VLUE, GSSC. IEI, GBF, HYS, LDUR, EFA, GSLC, USHY, GNMA, MBIO, DMKPQ, IVLU, IONS, AVSC, IXJ.
Reduced shares in these 10 stocks: MSFT, IVV, BOND, SPDW, HTRB, MBB, NVDA, SPTI, BRK.B, JNK.
Sold out of its positions in ABBNY, Adamis Pharmaceuticals Corp Com Stk, ASXC, Audacy Inc Cl A, Bed Bath & Beyond, AVGO, FRCB, FCG, FAN, Invesco Actively Managd Etf mdrtly cnsrtiv. IHI, PICK, Moneygram International, Mustang Bio, SDS, Provention Bio, TGTX, BUZZ, VNQI, Verastem.
TimeScale Financial was a net buyer of stock by $4.3M.
TimeScale Financial has $463M in assets under management (AUM), dropping by 4.95%.
Central Index Key (CIK): 0001765054

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Portfolio Holdings for TimeScale Financial

TimeScale Financial holds 628 positions in its portfolio as reported in the June 2023 quarterly 13F filing

TimeScale Financial has 628 total positions. Only the first 250 positions are shown.

Sign up to view all of the TimeScale Financial June 30, 2023 positions
Download the TimeScale Financial June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	24.3	$113M		252k	445.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	19.4	$90M		2.5M	35.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.4	$39M		538k	72.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	7.0	$32M		124k	261.48	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.6	$17M		670k	24.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.1	$15M		145k	99.65	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	2.9	$13M		176k	75.07	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.5	$12M		353k	32.54	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.4	$11M		128k	86.54	View chart
Ishares Tr Rus 1000 Etf (IWB)	2.3	$11M		43k	243.74	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.2	$10M		112k	91.62	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	2.1	$9.8M		294k	33.43	View chart
Apple (AAPL)	2.1	$9.8M		51k	193.97	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.2	$5.6M		163k	34.38	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	1.0	$4.5M		49k	92.03	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.8	$3.8M		61k	62.27	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$3.6M	+45%	69k	52.11	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$2.8M	+38%	62k	45.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.7M		12k	220.28	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$2.0M		27k	73.03	View chart
Microsoft Corporation (MSFT)	0.4	$2.0M	-13%	5.7k	340.51	View chart
NVIDIA Corporation (NVDA)	0.4	$1.9M	-4%	4.4k	423.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.6M	+47%	12k	134.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.5M		8.1k	187.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$1.4M	+38%	15k	95.41	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$1.3M		20k	67.44	View chart
Amazon (AMZN)	0.3	$1.2M	+4%	9.4k	130.36	View chart
FactSet Research Systems (FDS)	0.2	$949k		2.4k	400.66	View chart
Danaher Corporation (DHR)	0.2	$924k		3.9k	240.01	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$866k	+40%	12k	74.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$842k		11k	75.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$840k		8.6k	97.84	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$812k		7.5k	108.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$763k	+8%	1.7k	443.27	View chart
Moderna (MRNA)	0.2	$742k		6.1k	121.50	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$735k	+42%	6.8k	108.86	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$689k	+36%	14k	48.94	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$675k	+7%	15k	46.16	View chart
Tesla Motors (TSLA)	0.1	$639k	+2%	2.4k	261.77	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$627k	-12%	6.7k	93.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$589k		2.1k	282.96	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$569k	-11%	20k	28.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$565k	-10%	1.7k	341.00	View chart
Procter & Gamble Company (PG)	0.1	$562k	-8%	3.7k	151.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$560k		4.6k	120.97	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$544k		5.7k	94.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$535k		4.5k	119.70	View chart
Hartford Fds Exchange Traded Sustainable Incm (HSUN)	0.1	$506k	-4%	15k	33.26	View chart
Meta Platforms Cl A (META)	0.1	$493k		1.7k	286.98	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$482k	+48%	17k	27.95	View chart
General Electric Com New (GE)	0.1	$481k	-5%	4.4k	109.86	View chart
International Business Machines (IBM)	0.1	$425k		3.2k	133.82	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$421k	NEW	9.6k	43.84	View chart
Philip Morris International (PM)	0.1	$411k		4.2k	97.62	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$405k	+25%	8.2k	49.29	View chart
Exxon Mobil Corporation (XOM)	0.1	$401k	-4%	3.7k	107.24	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$390k		18k	21.98	View chart
American Tower Reit (AMT)	0.1	$375k		1.9k	193.99	View chart
Marriott Intl Cl A (MAR)	0.1	$368k		2.0k	183.67	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$367k	NEW	3.2k	115.26	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$367k	+2%	8.0k	46.07	View chart
Ansys (ANSS)	0.1	$357k		1.1k	330.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$347k		7.5k	46.18	View chart
Comcast Corp Cl A (CMCSA)	0.1	$335k		8.1k	41.55	View chart
Merck & Co (MRK)	0.1	$330k		2.9k	115.38	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$324k	-2%	7.3k	44.05	View chart
TJX Companies (TJX)	0.1	$321k		3.8k	84.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$320k		866.00	369.60	View chart
At&t (T)	0.1	$314k		20k	15.95	View chart
CVS Caremark Corporation (CVS)	0.1	$306k		4.4k	69.13	View chart
Hartford Financial Services (HIG)	0.1	$303k		4.2k	72.02	View chart
McDonald's Corporation (MCD)	0.1	$294k		985.00	298.33	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$290k	+11%	4.4k	66.34	View chart
Pepsi (PEP)	0.1	$285k		1.5k	185.22	View chart
Lam Research Corporation (LRCX)	0.1	$284k		442.00	643.50	View chart
Bank of America Corporation (BAC)	0.1	$283k		9.9k	28.69	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$275k		6.6k	41.45	View chart
Verizon Communications (VZ)	0.1	$264k		7.1k	37.19	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$259k		9.9k	26.33	View chart
Corning Incorporated (GLW)	0.1	$259k		7.4k	35.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$253k		1.8k	142.12	View chart
Johnson & Johnson (JNJ)	0.1	$250k	-6%	1.5k	165.52	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$248k		5.3k	47.17	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$244k	-2%	4.8k	50.68	View chart
Chevron Corporation (CVX)	0.1	$240k		1.5k	157.31	View chart
M&T Bank Corporation (MTB)	0.0	$225k	-7%	1.8k	123.73	View chart
Altria (MO)	0.0	$218k	-7%	4.8k	45.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$218k		1.2k	178.27	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$217k	-2%	1.0k	207.06	View chart
Eversource Energy (ES)	0.0	$216k		3.0k	70.93	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$213k		1.4k	148.81	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$211k		4.0k	53.11	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$210k		1.7k	126.95	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$205k		6.1k	33.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$202k		5.0k	40.68	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$201k		2.8k	72.92	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$197k	-7%	1.9k	106.07	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$197k		3.6k	54.41	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$191k	+97%	9.8k	19.49	View chart
Costco Wholesale Corporation (COST)	0.0	$188k		350.00	538.26	View chart
Marsh & McLennan Companies (MMC)	0.0	$184k		980.00	188.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$183k		1.1k	162.49	View chart
Starbucks Corporation (SBUX)	0.0	$178k	-18%	1.8k	99.03	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$178k	-17%	1.7k	106.73	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$177k	+5%	3.4k	51.45	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$173k		2.4k	72.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$172k		867.00	198.90	View chart
Charles Schwab Corporation (SCHW)	0.0	$168k		3.0k	56.68	View chart
Raytheon Technologies Corp (RTX)	0.0	$168k	-12%	1.7k	97.95	View chart
Honeywell International (HON)	0.0	$164k	-5%	789.00	207.43	View chart
L3harris Technologies (LHX)	0.0	$160k		818.00	195.82	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.0	$159k		1.4k	111.62	View chart
JPMorgan Chase & Co. (JPM)	0.0	$159k		1.1k	145.42	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$154k		1.5k	99.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$153k	+2%	2.2k	70.48	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$151k		2.0k	74.95	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.0	$149k	-13%	5.0k	29.90	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$149k	+1277%	1.4k	102.94	View chart
Cintas Corporation (CTAS)	0.0	$148k		297.00	496.77	View chart
Union Pacific Corporation (UNP)	0.0	$147k		716.00	204.60	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.0	$145k	NEW	1.4k	104.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$145k		469.00	308.58	View chart
American Electric Power Company (AEP)	0.0	$143k	-12%	1.7k	84.20	View chart
Pfizer (PFE)	0.0	$142k		3.9k	36.68	View chart
Home Depot (HD)	0.0	$142k		458.00	310.67	View chart
Visa Com Cl A (V)	0.0	$142k		598.00	237.45	View chart
Cisco Systems (CSCO)	0.0	$141k		2.7k	51.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$138k		340.00	407.01	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$137k		1.9k	72.95	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$133k		2.1k	62.69	View chart
Fortive (FTV)	0.0	$132k		1.8k	74.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$132k	+10%	2.0k	67.50	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$131k		1.4k	95.96	View chart
Walt Disney Company (DIS)	0.0	$130k		1.5k	89.28	View chart
Metropcs Communications (TMUS)	0.0	$129k		928.00	138.90	View chart
Sun Life Financial (SLF)	0.0	$125k		2.4k	52.12	View chart
Akamai Technologies (AKAM)	0.0	$123k		1.4k	89.87	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$122k		885.00	138.34	View chart
Abbott Laboratories (ABT)	0.0	$122k	-18%	1.1k	109.04	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$120k	+6%	3.0k	40.41	View chart
Applied Materials (AMAT)	0.0	$119k		826.00	144.53	View chart
PerkinElmer (RVTY)	0.0	$118k		993.00	118.82	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$118k	-5%	1.4k	81.25	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$118k		960.00	122.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$118k	NEW	1.2k	97.95	View chart
Raymond James Financial (RJF)	0.0	$117k		1.1k	103.74	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$113k	+3%	1.0k	110.77	View chart
American Express Company (AXP)	0.0	$111k		635.00	174.26	View chart
American Water Works (AWK)	0.0	$109k		761.00	142.80	View chart
United Parcel Service CL B (UPS)	0.0	$108k		601.00	179.27	View chart
Oracle Corporation (ORCL)	0.0	$106k		886.00	119.13	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$103k		2.6k	40.09	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$101k		211.00	478.91	View chart
Anthem (ELV)	0.0	$101k		227.00	445.14	View chart
Public Storage (PSA)	0.0	$99k		339.00	292.17	View chart
FedEx Corporation (FDX)	0.0	$99k		397.00	248.15	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$97k		4.1k	23.91	View chart
Intuitive Surgical Com New (ISRG)	0.0	$96k	-14%	282.00	341.94	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$96k		1.4k	66.66	View chart
Amgen (AMGN)	0.0	$94k		421.00	222.14	View chart
Ea Series Trust Strive Us Energy (DRLL)	0.0	$94k		3.4k	27.36	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$93k	-24%	1.8k	50.22	View chart
Axcelis Technologies Com New (ACLS)	0.0	$92k		500.00	183.33	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$91k		966.00	94.29	View chart
Intel Corporation (INTC)	0.0	$90k		2.7k	33.44	View chart
Nike CL B (NKE)	0.0	$89k		808.00	110.34	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$88k		123.00	718.54	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$86k		2.5k	34.65	View chart
Rockwell Automation (ROK)	0.0	$86k		261.00	329.96	View chart
Bhp Group Sponsored Ads (BHP)	0.0	$84k		1.4k	59.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$84k		559.00	149.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$84k		529.00	157.92	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$83k		1.3k	62.01	View chart
Abbvie (ABBV)	0.0	$82k	-30%	608.00	134.78	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$81k	NEW	927.00	87.30	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$80k		609.00	130.64	View chart
International Game Technolog Shs Usd (IGT)	0.0	$78k	+224%	2.4k	31.89	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.0	$78k		3.7k	21.02	View chart
Coca-Cola Company (KO)	0.0	$77k		1.3k	60.23	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$77k		1.5k	50.14	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$76k		1.5k	50.17	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.0	$76k		4.9k	15.64	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.0	$75k		2.3k	31.90	View chart
Marathon Petroleum Corp (MPC)	0.0	$73k		623.00	116.56	View chart
Icon SHS (ICLR)	0.0	$70k		281.00	250.20	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.0	$69k		1.9k	35.62	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.0	$68k		4.0k	17.06	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$68k	+24%	242.00	280.10	View chart
ConocoPhillips (COP)	0.0	$68k		653.00	103.54	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$67k		858.00	78.29	View chart
State Street Corporation (STT)	0.0	$67k		909.00	73.21	View chart
Wal-Mart Stores (WMT)	0.0	$66k		422.00	157.34	View chart
Ford Motor Company (F)	0.0	$66k		4.4k	15.13	View chart
Agilent Technologies Inc C ommon (A)	0.0	$66k		549.00	120.15	View chart
Micron Technology (MU)	0.0	$64k		1.0k	63.11	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$63k		1.7k	36.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$62k		280.00	220.30	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.0	$60k		2.1k	28.34	View chart
Edwards Lifesciences (EW)	0.0	$59k		624.00	94.33	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$59k	-2%	4.7k	12.54	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$58k		3.2k	18.40	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$58k		1.2k	49.22	View chart
Servicenow (NOW)	0.0	$58k	-20%	103.00	561.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$58k		209.00	275.50	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$57k	+84%	1.5k	39.09	View chart
Eastern Bankshares (EBC)	0.0	$56k		4.6k	12.27	View chart
Texas Instruments Incorporated (TXN)	0.0	$55k		306.00	179.93	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$54k	-2%	1.0k	51.99	View chart
Adobe Systems Incorporated (ADBE)	0.0	$54k	+326%	111.00	488.99	View chart
Becton, Dickinson and (BDX)	0.0	$53k		201.00	263.38	View chart
Magellan Midstream Prtnrs Com Unit Rp Lp	0.0	$53k		842.00	62.33	View chart
Waste Management (WM)	0.0	$52k		300.00	173.42	View chart
Consolidated Edison (ED)	0.0	$52k		575.00	90.39	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$52k	+89%	357.00	144.25	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.0	$52k		1.5k	35.24	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.0	$51k		1.1k	47.27	View chart
Caterpillar (CAT)	0.0	$51k		206.00	246.61	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$50k		461.00	108.31	View chart
Marvell Technology (MRVL)	0.0	$49k		822.00	59.75	View chart
Phillips 66 (PSX)	0.0	$49k	-8%	510.00	95.38	View chart
Duke Energy Corp Com New (DUK)	0.0	$47k		526.00	89.75	View chart
Insulet Corporation (PODD)	0.0	$46k	-17%	160.00	288.34	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$46k		1.7k	27.31	View chart
Pioneer Natural Resources	0.0	$46k		220.00	207.18	View chart
Sofi Technologies (SOFI)	0.0	$45k		5.4k	8.34	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$45k		1.4k	31.63	View chart
Draftkings Com Cl A (DKNG)	0.0	$44k	-13%	1.7k	26.57	View chart
Palantir Technologies Cl A (PLTR)	0.0	$42k		2.7k	15.33	View chart
Mastercard Incorporated Cl A (MA)	0.0	$42k		106.00	393.30	View chart
Enterprise Products Partners (EPD)	0.0	$42k		1.6k	26.34	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$41k		1.3k	31.44	View chart
Entergy Corporation (ETR)	0.0	$41k		420.00	97.49	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$40k		876.00	46.15	View chart
Lockheed Martin Corporation (LMT)	0.0	$40k	-43%	87.00	462.17	View chart
Hp (HPQ)	0.0	$39k		1.3k	30.72	View chart
Ecolab (ECL)	0.0	$38k		201.00	187.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$37k		713.00	52.40	View chart
Wendy's/arby's Group (WEN)	0.0	$37k		1.7k	21.75	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$37k		1.3k	28.31	View chart
Hubspot (HUBS)	0.0	$36k		68.00	532.09	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$35k		3.3k	10.78	View chart
Eli Lilly & Co. (LLY)	0.0	$35k		74.00	468.99	View chart
Prudential Financial (PRU)	0.0	$35k		391.00	88.31	View chart
Constellation Brands Cl A (STZ)	0.0	$35k	NEW	140.00	246.13	View chart
Cognex Corporation (CGNX)	0.0	$34k		608.00	56.00	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$34k	NEW	1.3k	25.45	View chart
Hologic (HOLX)	0.0	$34k		416.00	80.97	View chart
Ciena Corp Com New (CIEN)	0.0	$33k		782.00	42.49	View chart
Harley-Davidson (HOG)	0.0	$33k		940.00	35.22	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.0	$33k		663.00	49.89	View chart

Past Filings by TimeScale Financial

SEC 13F filings are viewable for TimeScale Financial going back to 2018

TimeScale Financial 2023 Q2 filed July 27, 2023
TimeScale Financial 2023 Q1 filed April 24, 2023
TimeScale Financial 2022 Q4 filed Feb. 6, 2023
TimeScale Financial 2022 Q3 filed Oct. 5, 2022
TimeScale Financial 2022 Q2 filed July 25, 2022
TimeScale Financial 2022 Q1 filed April 18, 2022
TimeScale Financial 2021 Q4 filed Jan. 19, 2022
TimeScale Financial 2021 Q3 filed Nov. 10, 2021
TimeScale Financial 2021 Q2 filed July 26, 2021
Coastal Capital Group 2021 Q1 filed April 22, 2021
Coastal Capital Group 2020 Q4 filed Jan. 28, 2021
Coastal Capital Group 2020 Q3 filed Oct. 7, 2020
Coastal Capital Group 2020 Q2 filed Aug. 3, 2020
Coastal Capital Group 2020 Q1 filed April 9, 2020
Coastal Capital Group 2019 Q4 filed Jan. 28, 2020
Coastal Capital Group 2019 Q3 filed Nov. 12, 2019

View all past filings

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