Skip to content
Disclosery

Coastal Bridge Advisors, LLC: SHY position timeline

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

Coastal Bridge Advisors, LLC held 15,678 SHY 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 15,678 shares
    Change vs previous 13F +72 shares

    0.08% of the 13F portfolio, value $1,287,348.

    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 15,606 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $1,288,574.

    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 15,604 shares
    Change vs previous 13F +401 shares

    0.1% of the 13F portfolio, value $1,292,351.

    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 15,203 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,261,268.

    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 15,203 shares
    Change vs previous 13F +77 shares

    0.1% of the 13F portfolio, value $1,259,748.

    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 15,126 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,251,401.

    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).