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Coastal Bridge Advisors, LLC: UPST position timeline

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

Coastal Bridge Advisors, LLC held 35,688 UPST 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 35,688 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,264,426.

    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 35,688 shares
    Change vs previous 13F -2,000 shares

    0.06% of the 13F portfolio, value $915,397.

    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 37,688 shares
    Change vs previous 13F -1,182 shares

    0.12% of the 13F portfolio, value $1,648,096.

    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 38,870 shares
    Change vs previous 13F +403 shares

    0.15% of the 13F portfolio, value $1,974,597.

    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 38,467 shares
    Change vs previous 13F +79 shares

    0.21% of the 13F portfolio, value $2,488,046.

    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 38,388 shares
    Change vs previous 13F +2,800 shares

    0.16% of the 13F portfolio, value $1,767,000.

    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 35,588 shares
    Change vs previous 13F -100 shares

    0.55% of the 13F portfolio, value $2,191,153.

    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 35,688 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,427,877.

    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).