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Coastal Bridge Advisors, LLC: XLV position timeline

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

Coastal Bridge Advisors, LLC held 52,966 XLV 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 52,966 shares
    Change vs previous 13F +3,877 shares

    0.52% of the 13F portfolio, value $8,403,638.

    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 49,089 shares
    Change vs previous 13F +3,690 shares

    0.51% of the 13F portfolio, value $7,196,946.

    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 45,399 shares
    Change vs previous 13F -2,803 shares

    0.53% of the 13F portfolio, value $7,027,819.

    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 48,202 shares
    Change vs previous 13F -13,249 shares

    0.51% of the 13F portfolio, value $6,708,177.

    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 61,451 shares
    Change vs previous 13F +1,626 shares

    0.69% of the 13F portfolio, value $8,282,946.

    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 59,825 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,735,024.

    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).