Coston, McIsaac & Partners SCGM1 β€” MONEY MARKET POOL

Ownership history in Coston, McIsaac & Partners  Β·  7 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported MONEY MARKET POOL (SCGM1) in 7 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows SCGM1 at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCGM1 ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in MONEY MARKET POOL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCGM1 was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coston, McIsaac & Partners held SCGM1 β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 76,280 +581 +0.8% 0.02% $93K 2026-04-22 β€”
2025 Q4 REDUCED β€” β€” β€” 75,699 -7,693 -9.2% 0.02% $92K 2026-02-03 β€”
2025 Q3 REDUCED β€” β€” β€” 83,392 -5,398 -6.1% 0.02% $100K 2025-11-05 β€”
2025 Q2 ADDED β€” β€” β€” 88,790 +35,248 +65.8% 0.03% $106K 2025-08-12 β€”
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SCGM1

As of 2026 Q1 β€” sorted by position size

Kohmann Bosshard Financial Services, LLC 3Y 7Y 0.04%

FAQ About Coston, McIsaac & Partners and SCGM1

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning SCGM1?

Coston, McIsaac & Partners reported SCGM1 across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SCGM1 position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for SCGM1 was 0.03% in 2025 Q2.

What is the latest reported SCGM1 position on this page?

The most recent filing on this page is 2026 Q1, when Coston, McIsaac & Partners reported 76,280 shares, equal to 0.02% of portfolio, with an estimated market value of $93K.

What does the chart on this SCGM1 ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly SCGM1 portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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