Capital Advisors Wealth Management, LLC
Position in CCB — Coastal Financial Corp
CIK 1824700
YAKIMA, WA
Position in CCB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$349,880
+$6,365 QoQ
Shares Held
4,514
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#124
of 193 holders
Holding Since
Mar 2023
14 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, 2026Capital Advisors Wealth Management, LLC holds $6,104,681 across 3 Banks - Regional names. CCB ranks #3 (5.7% of the industry book) .
All Filings in CCB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,880 | 4,514 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $343,515 | 4,514 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $517,259 | 4,514 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $488,279 | 4,514 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $437,271 | 4,514 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $408,110 | 4,514 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $383,283 | 4,514 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $243,710 | 4,514 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $208,275 | 4,514 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $231,820 | 5,964 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $287,066 | 6,464 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $277,370 | 6,464 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $262,194 | 6,964 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $250,773 | 6,964 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||