Coastal Bridge Advisors, LLC

SEC CIK: 0001665976
Latest filing: Aug 17, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co 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.

SO overview All 13F holders of SO Full Q2 2026 holdings

Shares (Q2 2026): 50,247
Value: $4.81M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of SO by Coastal Bridge Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	50,247	$4.81M	0.3%	−575−1.1%	Reduced	Holders
Q1 2026	50,822	$4.91M	0.3%	+489+1.0%	Added	Holders
Q4 2025	50,333	$4.39M	0.3%	+134+0.3%	Added	Holders
Q3 2025	50,199	$4.76M	0.4%	+1,660+3.4%	Added	Holders
Q2 2025	48,539	$4.46M	0.4%	+550+1.1%	Added	Holders
Q1 2025	47,989	$4.41M	0.6%	+15,481+47.6%	Added	Holders
Q4 2024	32,508	$2.68M	0.7%	+122+0.4%	Added	Holders
Q3 2024	32,386	$2.92M	0.7%	+86+0.3%	Added	Holders
Q2 2024	32,300	$2.51M	0.6%	+159+0.5%	Added	Holders
Q1 2024	32,141	$2.31M	0.5%	+149+0.5%	Added	Holders
Q4 2023	31,992	$2.24M	0.6%	+36+0.1%	Added	Holders
Q3 2023	31,956	$2.07M	0.6%	+745+2.4%	Added	Holders
Q2 2023	31,211	$2.19M	0.5%	+74+0.2%	Added	Holders
Q1 2023	31,137	$2.17M	0.5%	+149+0.5%	Added	Holders
Q4 2022	30,988	$2.21M	0.6%	+1,680+5.7%	Added	Holders
Q3 2022	29,308	$1.99M	0.5%	+713+2.5%	Added	Holders
Q2 2022	28,595	$2.04M	0.6%	+113+0.4%	Added	Holders
Q1 2022	28,482	$2.06M	0.5%	−25,512−47.2%	Reduced	Holders
Q4 2021	53,994	$3.52M	0.7%	+25,773+91.3%	Added	Holders
Q3 2021	28,221	$1.75M	0.4%	+122+0.4%	Added	Holders
Q2 2021	28,099	$1.70M	0.3%	+2,326+9.0%	Added	Holders
Q1 2021	25,773	$1.60M	0.3%	–	–	Holders

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