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Coastal Bridge Advisors, LLC: PFE position timeline

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

Coastal Bridge Advisors, LLC held 78,442 PFE 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 78,442 shares
    Change vs previous 13F -26,141 shares

    0.12% of the 13F portfolio, value $1,888,904.

    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 104,583 shares
    Change vs previous 13F -1,855 shares

    0.21% of the 13F portfolio, value $2,936,684.

    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 106,438 shares
    Change vs previous 13F -29,808 shares

    0.2% of the 13F portfolio, value $2,650,309.

    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 136,246 shares
    Change vs previous 13F -41,004 shares

    0.26% of the 13F portfolio, value $3,471,553.

    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 177,250 shares
    Change vs previous 13F -63,818 shares

    0.36% of the 13F portfolio, value $4,296,534.

    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 241,068 shares
    Change vs previous 13F +203,206 shares

    0.55% of the 13F portfolio, value $6,085,390.

    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 37,862 shares
    Change vs previous 13F -2,507 shares

    0.25% of the 13F portfolio, value $1,004,488.

    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 40,369 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,168,271.

    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).