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Coastal Bridge Advisors, LLC: LZ position timeline

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

Coastal Bridge Advisors, LLC held 1,055,260 LZ 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 1,055,260 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $6,468,744.

    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 1,055,260 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $5,983,324.

    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 1,055,260 shares
    Change vs previous 13F -60,000 shares

    0.78% of the 13F portfolio, value $10,478,732.

    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 1,115,260 shares
    Change vs previous 13F -122,375 shares

    0.88% of the 13F portfolio, value $11,576,399.

    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 1,237,635 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $11,027,328.

    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 1,237,635 shares
    Change vs previous 13F -44,375 shares

    0.96% of the 13F portfolio, value $10,656,037.

    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 1,282,010 shares
    Change vs previous 13F -67,941 shares

    2.42% of the 13F portfolio, value $9,627,895.

    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 1,349,951 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $8,572,189.

    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).