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Coastal Bridge Advisors, LLC: JEPQ position timeline

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

Coastal Bridge Advisors, LLC held 168,364 JEPQ 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 168,364 shares
    Change vs previous 13F +9,091 shares

    0.64% of the 13F portfolio, value $10,347,660.

    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 159,273 shares
    Change vs previous 13F -308 shares

    0.63% of the 13F portfolio, value $8,842,834.

    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 159,581 shares
    Change vs previous 13F +450 shares

    0.69% of the 13F portfolio, value $9,274,822.

    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 159,131 shares
    Change vs previous 13F -1,875 shares

    0.69% of the 13F portfolio, value $9,153,216.

    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 161,006 shares
    Change vs previous 13F +1,071 shares

    0.73% of the 13F portfolio, value $8,758,700.

    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 159,935 shares
    Change vs previous 13F +352 shares

    0.75% of the 13F portfolio, value $8,281,418.

    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 159,583 shares
    Change vs previous 13F +5,883 shares

    2.26% of the 13F portfolio, value $8,997,265.

    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 153,700 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $8,442,767.

    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).