Coastal Bridge Advisors, LLC: XSD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coastal Bridge Advisors, LLC on XSD, newest first. How the timeline and the estimate are built.
Coastal Bridge Advisors, LLC held 991 XSD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 991 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $618,087.
13F-HR 0002085853-26-001020 filed by Coastal Bridge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 991 sharesChange vs previous 13F -30 shares
0.02% of the 13F portfolio, value $323,185.
13F-HR 0002085853-26-000594 filed by Coastal Bridge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,021 sharesChange vs previous 13F -149 shares
0.02% of the 13F portfolio, value $328,354.
13F-HR 0002085853-26-000277 filed by Coastal Bridge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,170 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $373,370.
13F-HR 0001725547-25-004216 filed by Coastal Bridge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,170 sharesChange vs previous 13F -125 shares
0.02% of the 13F portfolio, value $300,116.
13F-HR 0001725547-25-003671 filed by Coastal Bridge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 1,295 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $260,054.
13F-HR/A 0001725547-25-003737 filed by Coastal Bridge Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).