CUSIP 02072L169COASTAL COMPASSROPEQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Strategic Wealth Investment Group, LLC | 76.9K | $2.08M |
| 2 | Safe Harbor Fiduciary, LLC | 73.4K | $1.98M |
| 3 | Envestnet Portfolio Solutions, Inc. | 26.4K | $708.5K |
| 4 | Mirae Asset Securities (USA) Inc. | 16.4K | $442.8K |