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Coastal Bridge Advisors, LLC: XLC position timeline

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

Coastal Bridge Advisors, LLC held 54,028 XLC 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 54,028 shares
    Change vs previous 13F -12,238 shares

    0.36% of the 13F portfolio, value $5,787,985.

    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 66,266 shares
    Change vs previous 13F +1,617 shares

    0.52% of the 13F portfolio, value $7,346,260.

    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 64,649 shares
    Change vs previous 13F +344 shares

    0.57% of the 13F portfolio, value $7,610,503.

    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 64,305 shares
    Change vs previous 13F -1,163 shares

    0.58% of the 13F portfolio, value $7,611,845.

    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 65,468 shares
    Change vs previous 13F +23,173 shares

    0.59% of the 13F portfolio, value $7,105,250.

    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 42,295 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,079,368.

    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).