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Coastal Bridge Advisors, LLC: SCHB position timeline

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

Coastal Bridge Advisors, LLC held 731,565 SCHB 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 731,565 shares
    Change vs previous 13F -3,401 shares

    1.31% of the 13F portfolio, value $21,186,133.

    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 734,966 shares
    Change vs previous 13F -5,564 shares

    1.31% of the 13F portfolio, value $18,447,639.

    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 740,530 shares
    Change vs previous 13F -7,477 shares

    1.45% of the 13F portfolio, value $19,424,113.

    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 748,007 shares
    Change vs previous 13F -3,983 shares

    1.46% of the 13F portfolio, value $19,231,247.

    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 751,990 shares
    Change vs previous 13F -11,701 shares

    1.49% of the 13F portfolio, value $17,919,920.

    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 763,691 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $16,315,034.

    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).