Skip to content
Disclosery

Coastal Bridge Advisors, LLC: OKTA position timeline

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

Coastal Bridge Advisors, LLC held 6,118 OKTA 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 6,118 shares
    Change vs previous 13F +3,084 shares

    0.05% of the 13F portfolio, value $834,801.

    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 3,034 shares
    Change vs previous 13F -186 shares

    0.02% of the 13F portfolio, value $238,806.

    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 3,220 shares
    Change vs previous 13F +56 shares

    0.02% of the 13F portfolio, value $278,433.

    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 3,164 shares
    Change vs previous 13F -131 shares

    0.02% of the 13F portfolio, value $290,139.

    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 3,295 shares
    Change vs previous 13F -6,453 shares

    0.03% of the 13F portfolio, value $329,401.

    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 9,748 shares
    Change vs previous 13F +229 shares

    0.09% of the 13F portfolio, value $1,025,684.

    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 9,519 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $750,097.

    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 9,519 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $707,642.

    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).