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Livermore
Livermore
ZHEN

Coastal Bridge Advisors, LLC

SEC CIK
0001665976
Latest filing
Aug 17, 2026

FDS holding history

Factset Research Systems Inc in every 13F filed by Coastal Bridge Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FDS overviewAll 13F holders of FDSFull Q2 2026 holdings

Shares (Q2 2026)
6,160
Value
$1.42M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of FDS by Coastal Bridge Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,160$1.42M0.1%−182−2.9%ReducedHolders
Q1 20266,342$1.38M0.1%−678−9.7%ReducedHolders
Q4 20257,020$2.04M0.2%−276−3.8%ReducedHolders
Q3 20257,296$2.09M0.2%−118−1.6%ReducedHolders
Q2 20257,414$3.32M0.3%−12−0.2%ReducedHolders
Q1 20257,426$3.38M0.5%+12+0.2%AddedHolders
Q4 20247,414$3.56M0.9%−25−0.3%ReducedHolders
Q3 20247,439$3.42M0.8%−476−6.0%ReducedHolders
Q2 20247,915$3.23M0.8%−115−1.4%ReducedHolders
Q1 20248,030$3.65M0.8%00.0%UnchangedHolders
Q4 20238,030$3.83M1.0%+9+0.1%AddedHolders
Q3 20238,021$3.51M0.9%00.0%UnchangedHolders
Q2 20238,021$3.21M0.8%00.0%UnchangedHolders
Q1 20238,021$3.33M0.8%00.0%UnchangedHolders
Q4 20228,021$3.22M0.9%00.0%UnchangedHolders
Q3 20228,021$3.21M0.9%00.0%UnchangedHolders
Q2 20228,021$3.08M0.9%00.0%UnchangedHolders
Q1 20228,021$3.48M0.8%00.0%UnchangedHolders
Q4 20218,021$3.90M0.8%00.0%UnchangedHolders
Q3 20218,021$3.17M0.7%00.0%UnchangedHolders
Q2 20218,021$2.69M0.6%00.0%UnchangedHolders
Q1 20218,021$2.48M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.