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Coastal Bridge Advisors, LLC: IBB position timeline

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

Coastal Bridge Advisors, LLC held 20,007 IBB 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 20,007 shares
    Change vs previous 13F +270 shares

    0.24% of the 13F portfolio, value $3,805,105.

    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 19,737 shares
    Change vs previous 13F +1,178 shares

    0.24% of the 13F portfolio, value $3,332,642.

    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 18,559 shares
    Change vs previous 13F +14,394 shares

    0.23% of the 13F portfolio, value $3,132,176.

    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 4,165 shares
    Change vs previous 13F -1,212 shares

    0.05% of the 13F portfolio, value $601,200.

    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 5,377 shares
    Change vs previous 13F -1,450 shares

    0.06% of the 13F portfolio, value $680,218.

    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 6,827 shares
    Change vs previous 13F +4,877 shares

    0.08% of the 13F portfolio, value $873,146.

    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 1,950 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $257,810.

    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 1,950 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $283,920.

    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).