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Coastal Bridge Advisors, LLC: WMT position timeline

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

Coastal Bridge Advisors, LLC held 36,268 WMT 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 36,268 shares
    Change vs previous 13F -30,141 shares

    0.25% of the 13F portfolio, value $4,107,649.

    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 66,409 shares
    Change vs previous 13F -4,444 shares

    0.58% of the 13F portfolio, value $8,253,294.

    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 70,853 shares
    Change vs previous 13F -5,541 shares

    0.59% of the 13F portfolio, value $7,893,723.

    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 76,394 shares
    Change vs previous 13F -13,188 shares

    0.6% of the 13F portfolio, value $7,873,076.

    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 89,582 shares
    Change vs previous 13F -3,161 shares

    0.73% of the 13F portfolio, value $8,759,412.

    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 92,743 shares
    Change vs previous 13F +64,635 shares

    0.74% of the 13F portfolio, value $8,141,971.

    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 28,108 shares
    Change vs previous 13F +40 shares

    0.64% of the 13F portfolio, value $2,539,581.

    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 28,068 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,266,512.

    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).