Skip to content
Disclosery

Coastal Bridge Advisors, LLC: IYY position timeline

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

Coastal Bridge Advisors, LLC held 14,592 IYY 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 14,592 shares
    Change vs previous 13F -715 shares

    0.16% of the 13F portfolio, value $2,659,787.

    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 15,307 shares
    Change vs previous 13F -300 shares

    0.17% of the 13F portfolio, value $2,425,357.

    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 15,607 shares
    Change vs previous 13F -508 shares

    0.19% of the 13F portfolio, value $2,587,758.

    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 16,115 shares
    Change vs previous 13F -372 shares

    0.2% of the 13F portfolio, value $2,618,295.

    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 16,487 shares
    Change vs previous 13F -518 shares

    0.21% of the 13F portfolio, value $2,487,424.

    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 17,005 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,314,347.

    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).