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Coastal Bridge Advisors, LLC: XLK position timeline

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

Coastal Bridge Advisors, LLC held 89,224 XLK 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 89,224 shares
    Change vs previous 13F +1,314 shares

    1.05% of the 13F portfolio, value $16,999,025.

    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 87,910 shares
    Change vs previous 13F +7,836 shares

    0.83% of the 13F portfolio, value $11,683,292.

    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 80,074 shares
    Change vs previous 13F +38,547 shares

    0.86% of the 13F portfolio, value $11,528,267.

    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 41,527 shares
    Change vs previous 13F -4,954 shares

    0.89% of the 13F portfolio, value $11,704,816.

    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 46,481 shares
    Change vs previous 13F +5,285 shares

    0.98% of the 13F portfolio, value $11,770,541.

    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 41,196 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $8,506,190.

    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).