Coastline Trust Co
All 13F Filings
- Location
- Providence, RI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,007,926
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/3/2026 | 408 | 1,007,926 | 13F-HR | Coastline Trust Co |
| Q4 2025 | 1/5/2026 | 397 | 1,063,324 | 13F-HR | Coastline Trust Co |
| Q3 2025 | 10/21/2025 | 393 | 931,796 | 13F-HR | Coastline Trust Co |
| Q2 2025 | 7/17/2025 | 392 | 873,123 | 13F-HR | Coastline Trust Co |
| Q2 2014 | 7/23/2014 | 209 | 385,368 | 13F-HR | Coastline Trust Co |
| Q1 2014 | 5/9/2014 | 206 | 376,146 | 13F-HR | Coastline Trust Co |
| Q4 2013 | 2/14/2014 | 207 | 368,218 | 13F-HR | Coastline Trust Co |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 615.3 K | 61.1% | 0 | 199.6 K | -199.6 K |
| ETFs | 391.9 K | 38.9% | 148.3 K | 0 | 148.3 K |
| Debt | 702 | 0.1% | 0 | 128 | -128 |
| Other | 0 | 0.0% | 0 | 4.05 K | -4.05 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/3/2026
Total value ($000)
1,007,926
Holdings
408
QoQ value change ($000)
-55,398
(-5.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.