Skip to content
Disclosery

Coastal Bridge Advisors, LLC: IWF position timeline

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

Coastal Bridge Advisors, LLC held 12,225 IWF 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 12,225 shares
    Change vs previous 13F +9,137 shares

    0.09% of the 13F portfolio, value $1,517,991.

    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 3,088 shares
    Change vs previous 13F -25 shares

    0.09% of the 13F portfolio, value $1,316,913.

    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 3,113 shares
    Change vs previous 13F -8 shares

    0.11% of the 13F portfolio, value $1,473,577.

    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 3,121 shares
    Change vs previous 13F -47 shares

    0.11% of the 13F portfolio, value $1,462,081.

    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 3,168 shares
    Change vs previous 13F -233 shares

    0.11% of the 13F portfolio, value $1,345,211.

    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 3,401 shares
    Change vs previous 13F +1,426 shares

    0.11% of the 13F portfolio, value $1,228,173.

    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 1,975 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $793,121.

    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 1,975 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $741,376.

    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).