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Coastal Bridge Advisors, LLC: VTV position timeline

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

Coastal Bridge Advisors, LLC held 75,905 VTV 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 75,905 shares
    Change vs previous 13F +9,945 shares

    1.02% of the 13F portfolio, value $16,541,930.

    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 65,960 shares
    Change vs previous 13F +18,068 shares

    0.92% of the 13F portfolio, value $12,941,268.

    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 47,892 shares
    Change vs previous 13F +14,878 shares

    0.68% of the 13F portfolio, value $9,146,897.

    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 33,014 shares
    Change vs previous 13F +5,041 shares

    0.47% of the 13F portfolio, value $6,156,690.

    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 27,973 shares
    Change vs previous 13F -532 shares

    0.41% of the 13F portfolio, value $4,944,025.

    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 28,505 shares
    Change vs previous 13F +6,170 shares

    0.45% of the 13F portfolio, value $4,924,021.

    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 22,335 shares
    Change vs previous 13F +2,307 shares

    0.95% of the 13F portfolio, value $3,781,284.

    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 20,028 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,496,260.

    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).