Current Market Value 463,172,986
Current Holdings 628
Most Recent File Date 2023-07-27
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Coastal Capital Group, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2023-07-27 2023-06-30 13F-HR 628 463,173
2023-04-24 2023-03-31 13F-HR 624 441,309
2023-02-06 2022-12-31 13F-HR 593 344,461
2022-10-05 2022-09-30 13F-HR 593 344,459
2022-07-25 2022-06-30 13F-HR 562 364,808
2022-04-18 2022-03-31 13F-HR 562 425,220
2022-01-19 2021-12-31 13F-HR 551 447,204
2021-11-10 2021-09-30 13F-HR 537 415,017
2021-07-26 2021-06-30 13F-HR 535 420,072
2021-04-22 2021-03-31 13F-HR 536 387,302
2021-01-28 2020-12-31 13F-HR 457 364,608
2020-10-07 2020-09-30 13F-HR 486 341,862
2020-08-03 2020-06-30 13F-HR 475 323,374
2020-04-09 2020-03-31 13F-HR 470 321,308
2020-01-28 2019-12-31 13F-HR 553 334,499
2019-11-12 2019-09-30 13F-HR 520 296,351
2019-07-31 2019-06-30 13F-HR 537 270,772
2019-04-03 2019-03-31 13F-HR 86 227,219
2019-02-08 2018-12-31 13F-HR 91 172,996