CCB β€” COASTAL FINL CORP WA COM NEW

Ownership history in GAMMA Investing LLC  Β·  5 quarters on record

AI Ownership Summary

GAMMA Investing LLC reported COASTAL FINL CORP WA COM NEW (CCB) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. The latest visible filing shows CCB at 0.00% 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.

What this CCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GAMMA Investing LLC's position in COASTAL FINL CORP WA COM NEW, 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
2025 Q4

CCB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 GAMMA Investing LLC held CCB β€” position size vs. price
% of Fund (quarterly)    CCB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 38 +6 +18.8% 0.00% $4K 2026-01-05 $115.11
2025 Q3 REDUCED 32 -2 -5.9% 0.00% $3K 2025-10-02 $108.82
2025 Q2 REDUCED 34 -3,492 -99.0% 0.00% $3K 2025-07-14 $102.40
2025 Q1 ADDED 3,526 +3,519 +50271.4% 0.00% $39K 2025-04-07 $81.43
2024 Q4 INITIATED 7 β€” β€” 0.00% $594 2025-01-03 $83.88

FAQ About GAMMA Investing LLC and CCB

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

How long has GAMMA Investing LLC reported owning CCB?

GAMMA Investing LLC reported CCB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CCB position in GAMMA Investing LLC's portfolio?

The largest reported portfolio weight for CCB was 0.00% in 2025 Q4.

What is the latest reported CCB position on this page?

The most recent filing on this page is 2025 Q4, when GAMMA Investing LLC reported 38 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this CCB ownership page compare?

The chart compares GAMMA Investing LLC's quarterly CCB 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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