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Coastal Finl Corp Wa shares owned by Wellington Management Company

Quarter-by-quarter ownership of Coastal Finl Corp Wa (CCB) shares owned by Wellington Management Company from 13F filings

Historical chart of Wellington Management Company investment in Coastal Finl Corp Wa

Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025010M20M30M40M100k200k300k400k
Value ($)Share countHistorical CCB position of Wellington Management Company Source: stockzoa.comValue ($)Share count

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All positions including Coastal Finl Corp Wa held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coastal Finl Corp Wa by Wellington Management Company

Quarter filed Position value Share count Share price at filing
2024-12-31 $39M 457k 84.91
2024-09-30 $2.1M 39k 53.99
2024-06-30 $1.8M 39k 46.14
2024-03-31 $1.5M 39k 38.87
2023-12-31 $2.1M 48k 44.41
2023-09-30 $2.1M 48k 42.91
2023-06-30 $1.8M 48k 37.65
2023-03-31 $2.5M 70k 36.01