Skip to content
Disclosery

Coastal Bridge Advisors, LLC: WELL position timeline

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

Coastal Bridge Advisors, LLC held 2,534 WELL 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 2,534 shares
    Change vs previous 13F -413 shares

    0.04% of the 13F portfolio, value $575,108.

    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 2,947 shares
    Change vs previous 13F -6,644 shares

    0.04% of the 13F portfolio, value $582,709.

    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 9,591 shares
    Change vs previous 13F -388 shares

    0.13% of the 13F portfolio, value $1,780,274.

    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 9,979 shares
    Change vs previous 13F -31 shares

    0.13% of the 13F portfolio, value $1,777,677.

    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 10,010 shares
    Change vs previous 13F -1,203 shares

    0.13% of the 13F portfolio, value $1,538,708.

    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 11,213 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,717,978.

    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).