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Coastal Bridge Advisors, LLC: XLY position timeline

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

Coastal Bridge Advisors, LLC held 26,002 XLY 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 26,002 shares
    Change vs previous 13F +2,325 shares

    0.19% of the 13F portfolio, value $3,049,547.

    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 23,677 shares
    Change vs previous 13F +1,581 shares

    0.18% of the 13F portfolio, value $2,580,338.

    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 22,096 shares
    Change vs previous 13F +1,024 shares

    0.2% of the 13F portfolio, value $2,638,578.

    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 21,072 shares
    Change vs previous 13F -47 shares

    0.38% of the 13F portfolio, value $5,049,793.

    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 21,119 shares
    Change vs previous 13F +1,779 shares

    0.38% of the 13F portfolio, value $4,589,751.

    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 19,340 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,818,866.

    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).