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Advisory Services Network, LLC

Position in CCB — Coastal Financial Corp

CIK 1573876 Atlanta, GA

Position in CCB

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$380
+$200 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CCB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Advisory Services Network, LLC holds $36,045,948 across 30 Banks - Regional names.

# Ticker Company Shares Value (USD) Open

All Filings in CCB

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $380 5
2023-03-31 $180 5
2022-12-31 $237 5