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Ashton Thomas Private Wealth, LLC

Position in CCB — Coastal Financial Corp

CIK 2019663 SCOTTSDALE, AZ

Position in CCB

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$229,429
-$3,132 QoQ
Shares Held
2,960
-3.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#141
of 193 holders
Holding Since
Dec 2021
13 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

Ashton Thomas Private Wealth, LLC holds $32,795,779 across 24 Banks - Regional names. CCB ranks #24 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CCB

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $229,429 2,960
2026-03-31 $232,561 3,056
2025-12-31 $344,457 3,006
2025-09-30 $323,644 2,992
2025-06-30 $304,365 3,142
2025-03-31 $316,435 3,500
2024-12-31 $373,943 4,404
2023-09-30 $226,521 5,279
2022-12-31 $250,858 5,279
2022-09-30 $209,787 5,279
2022-06-30 $201,235 5,279
2022-03-31 $241,514 5,279
2021-12-31 $267,222 5,279