Skip to content
Disclosery

Coastal Bridge Advisors, LLC: IEI position timeline

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

Coastal Bridge Advisors, LLC held 63,668 IEI 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 63,668 shares
    Change vs previous 13F -3,768 shares

    0.46% of the 13F portfolio, value $7,477,834.

    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 67,436 shares
    Change vs previous 13F +8,792 shares

    0.57% of the 13F portfolio, value $7,997,933.

    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 58,644 shares
    Change vs previous 13F +7,193 shares

    0.52% of the 13F portfolio, value $6,999,119.

    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 51,451 shares
    Change vs previous 13F +8,897 shares

    0.47% of the 13F portfolio, value $6,148,905.

    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 42,554 shares
    Change vs previous 13F +1,189 shares

    0.42% of the 13F portfolio, value $5,067,823.

    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 41,365 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,886,597.

    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).