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Coastal Bridge Advisors, LLC: XLU position timeline

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

Coastal Bridge Advisors, LLC held 63,245 XLU 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 63,245 shares
    Change vs previous 13F +6,947 shares

    0.18% of the 13F portfolio, value $2,867,546.

    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 56,298 shares
    Change vs previous 13F +1,708 shares

    0.18% of the 13F portfolio, value $2,583,510.

    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 54,590 shares
    Change vs previous 13F +26,141 shares

    0.17% of the 13F portfolio, value $2,330,473.

    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 28,449 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,481,055.

    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).