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Coastal Bridge Advisors, LLC: JEPI position timeline

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

Coastal Bridge Advisors, LLC held 603,065 JEPI 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 603,065 shares
    Change vs previous 13F +6,673 shares

    2.11% of the 13F portfolio, value $34,061,116.

    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 596,392 shares
    Change vs previous 13F -7,875 shares

    2.39% of the 13F portfolio, value $33,803,506.

    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 604,267 shares
    Change vs previous 13F -13,659 shares

    2.59% of the 13F portfolio, value $34,588,263.

    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 617,926 shares
    Change vs previous 13F -12,352 shares

    2.68% of the 13F portfolio, value $35,283,591.

    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 630,278 shares
    Change vs previous 13F -846 shares

    2.98% of the 13F portfolio, value $35,831,309.

    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 631,124 shares
    Change vs previous 13F +129,399 shares

    3.26% of the 13F portfolio, value $36,062,401.

    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 501,725 shares
    Change vs previous 13F -21,696 shares

    7.27% of the 13F portfolio, value $28,864,263.

    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 523,421 shares
    Change vs previous 13F not available

    7.72% of the 13F portfolio, value $31,148,781.

    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).