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Coastal Bridge Advisors, LLC: XBI position timeline

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

Coastal Bridge Advisors, LLC held 24,521 XBI 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 24,521 shares
    Change vs previous 13F -69 shares

    0.24% of the 13F portfolio, value $3,880,381.

    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 24,590 shares
    Change vs previous 13F +207 shares

    0.22% of the 13F portfolio, value $3,140,955.

    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 24,383 shares
    Change vs previous 13F +1,754 shares

    0.22% of the 13F portfolio, value $2,972,968.

    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 22,629 shares
    Change vs previous 13F -7,770 shares

    0.17% of the 13F portfolio, value $2,267,416.

    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 30,399 shares
    Change vs previous 13F -1,411 shares

    0.21% of the 13F portfolio, value $2,521,089.

    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 31,810 shares
    Change vs previous 13F +18,644 shares

    0.23% of the 13F portfolio, value $2,579,789.

    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 13,166 shares
    Change vs previous 13F -927 shares

    0.3% of the 13F portfolio, value $1,185,730.

    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 14,093 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,392,388.

    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).