CUSIP 02072L169COASTAL COMPASSROPEQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
4 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Strategic Wealth Investment Group, LLC | 76.9K | $2.08M | +76.9K | New |
| 2 | Safe Harbor Fiduciary, LLC | 73.4K | $1.98M | +28.7K | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | 26.4K | $708.5K | +26.4K | New |
| 4 | Mirae Asset Securities (USA) Inc. | 16.4K | $442.8K |
| −1.9K |
| Reduced |