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Coastal Bridge Advisors, LLC: IP position timeline

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

Coastal Bridge Advisors, LLC held 7,991 IP 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 7,991 shares
    Change vs previous 13F -3,015 shares

    0.02% of the 13F portfolio, value $304,467.

    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 11,006 shares
    Change vs previous 13F +30 shares

    0.03% of the 13F portfolio, value $392,893.

    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 10,976 shares
    Change vs previous 13F -178 shares

    0.03% of the 13F portfolio, value $432,375.

    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 11,154 shares
    Change vs previous 13F +53 shares

    0.04% of the 13F portfolio, value $517,551.

    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 11,101 shares
    Change vs previous 13F +103 shares

    0.04% of the 13F portfolio, value $519,871.

    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 10,998 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $586,788.

    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).