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Coastal Bridge Advisors, LLC: BRK-B position timeline

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

Coastal Bridge Advisors, LLC held 17,290 BRK-B 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 17,290 shares
    Change vs previous 13F -407 shares

    0.54% of the 13F portfolio, value $8,651,808.

    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 17,697 shares
    Change vs previous 13F -888 shares

    0.6% of the 13F portfolio, value $8,480,202.

    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 18,585 shares
    Change vs previous 13F +1,839 shares

    0.7% of the 13F portfolio, value $9,341,750.

    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 16,746 shares
    Change vs previous 13F -100 shares

    0.64% of the 13F portfolio, value $8,418,883.

    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 16,846 shares
    Change vs previous 13F +382 shares

    0.68% of the 13F portfolio, value $8,183,039.

    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 16,464 shares
    Change vs previous 13F +9,482 shares

    0.79% of the 13F portfolio, value $8,768,398.

    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 6,982 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $3,164,801.

    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 6,982 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,213,535.

    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).