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Livermore
Livermore
ZHEN

Coastal Bridge Advisors, LLC

SEC CIK
0001665976
Latest filing
Aug 17, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
9,845
Value
$3.38M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of V by Coastal Bridge Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,845$3.38M0.2%−158−1.6%ReducedHolders
Q1 202610,003$3.02M0.2%+643+6.9%AddedHolders
Q4 20259,360$3.28M0.2%−353−3.6%ReducedHolders
Q3 20259,713$3.32M0.3%−161−1.6%ReducedHolders
Q2 20259,874$3.51M0.3%+351+3.7%AddedHolders
Q1 20259,523$3.34M0.5%+5,740+151.7%AddedHolders
Q4 20243,783$1.20M0.3%−35−0.9%ReducedHolders
Q3 20243,818$1.05M0.3%−280−6.8%ReducedHolders
Q2 20244,098$1.08M0.3%−89−2.1%ReducedHolders
Q1 20244,187$1.17M0.3%+10.0%AddedHolders
Q4 20234,186$1.09M0.3%+71+1.7%AddedHolders
Q3 20234,115$946.5K0.3%+1,335+48.0%AddedHolders
Q2 20232,780$660.1K0.2%+117+4.4%AddedHolders
Q1 20232,663$600.4K0.2%−49−1.8%ReducedHolders
Q4 20222,712$563.3K0.2%+447+19.7%AddedHolders
Q3 20222,265$402.0K0.1%+467+26.0%AddedHolders
Q2 20221,798$354.0K0.1%+396+28.2%AddedHolders
Q1 20221,402$311.0K0.1%−1,731−55.3%ReducedHolders
Q4 20213,133$683.0K0.1%+1,733+123.8%AddedHolders
Q3 20211,400$312.0K0.1%+1+0.1%AddedHolders
Q2 20211,399$327.0K0.1%+292+26.4%AddedHolders
Q1 20211,107$234.0K<0.1%––Holders

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