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Coastal Bridge Advisors, LLC: XLF position timeline

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

Coastal Bridge Advisors, LLC held 219,427 XLF 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 219,427 shares
    Change vs previous 13F +9,757 shares

    0.73% of the 13F portfolio, value $11,763,463.

    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 209,670 shares
    Change vs previous 13F +18,049 shares

    0.73% of the 13F portfolio, value $10,351,403.

    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 191,621 shares
    Change vs previous 13F +47,393 shares

    0.78% of the 13F portfolio, value $10,495,037.

    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 144,228 shares
    Change vs previous 13F +7,059 shares

    0.59% of the 13F portfolio, value $7,769,559.

    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 137,169 shares
    Change vs previous 13F -37,117 shares

    0.6% of the 13F portfolio, value $7,183,535.

    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 174,286 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,681,192.

    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).