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Coastal Bridge Advisors, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coastal Bridge Advisors, LLC on AAPL, newest first. How the timeline and the estimate are built.

Coastal Bridge Advisors, LLC held 220,427 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,427 shares
    Change vs previous 13F -3,926 shares

    3.94% of the 13F portfolio, value $63,782,918.

    13F-HR 0002085853-26-001020 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 224,353 shares
    Change vs previous 13F +2,298 shares

    4.03% of the 13F portfolio, value $56,938,562.

    13F-HR 0002085853-26-000594 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 222,055 shares
    Change vs previous 13F +2,077 shares

    4.51% of the 13F portfolio, value $60,368,082.

    13F-HR 0002085853-26-000277 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 219,978 shares
    Change vs previous 13F +8,258 shares

    4.25% of the 13F portfolio, value $56,012,907.

    13F-HR 0001725547-25-004216 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 211,720 shares
    Change vs previous 13F -14,197 shares

    3.61% of the 13F portfolio, value $43,438,555.

    13F-HR 0001725547-25-003671 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 225,917 shares
    Change vs previous 13F +157,715 shares

    4.54% of the 13F portfolio, value $50,182,864.

    13F-HR/A 0001725547-25-003737 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 68,202 shares
    Change vs previous 13F +6,756 shares

    4.3% of the 13F portfolio, value $17,079,163.

    13F-HR 0001085146-25-001596 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 61,446 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $14,316,922.

    13F-HR 0001085146-24-005732 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).