Current Market Value 180,090,100
Current Holdings 128
Most Recent File Date 2026-05-07
Total Filings on Record 17
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Coastwise Capital Group, LLC . 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.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-05-07 2026-03-31 13F-HR 128 180,090
2026-02-11 2025-12-31 13F-HR 226 200,173
2025-10-17 2025-09-30 13F-HR 131 142,142
2025-07-11 2025-06-30 13F-HR 124 125,596
2025-05-05 2025-03-31 13F-HR 122 118,831
2025-01-23 2024-12-31 13F-HR 122 125,160
2024-11-14 2024-09-30 13F-HR 126 121,483
2024-08-14 2024-06-30 13F-HR 115 104,968
2024-05-14 2024-03-31 13F-HR 122 107,873
2024-02-14 2023-12-31 13F-HR 113 98,046
2023-11-13 2023-09-30 13F-HR 110 87,265
2023-08-10 2023-06-30 13F-HR 110 88,369
2023-05-11 2023-03-31 13F-HR 111 87,493
2023-02-14 2022-12-31 13F-HR 105 84,262
2022-11-10 2022-09-30 13F-HR 90 63,322
2022-08-15 2022-06-30 13F-HR 105 82,122
2022-08-15 2022-03-31 13F-HR 98 80,488