Tradewinds Capital Management, LLC
Position in CCB — Coastal Financial Corp
CIK 1616026
BELLINGHAM, WA
Position in CCB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$240,281
+$4,371 QoQ
Shares Held
3,100
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#136
of 193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Tradewinds Capital Management, LLC holds $1,542,921 across 6 Banks - Regional names. CCB ranks #3 (15.6% of the industry book) .
All Filings in CCB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,281 | 3,100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $235,910 | 3,100 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $355,229 | 3,100 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $335,327 | 3,100 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $300,297 | 3,100 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $280,271 | 3,100 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $263,221 | 3,100 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $167,369 | 3,100 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $143,034 | 3,100 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $120,497 | 3,100 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $177,862 | 4,005 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $171,854 | 4,005 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $150,788 | 4,005 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $144,220 | 4,005 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $190,317 | 4,005 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $159,158 | 4,005 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $152,670 | 4,005 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $190,091 | 4,155 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $210,326 | 4,155 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $130,785 | 4,105 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $117,238 | 4,105 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $107,633 | 4,105 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $86,205 | 4,105 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $49,061 | 4,005 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $58,152 | 4,005 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $42,092 | 4,005 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||