13F Filings History of Coastal Bridge Advisors, LLC

Latest 13F report
Q3 2025 - 03 Nov 2025
Value $
$1.32B
Signature - Title
P. Elizabeth Perez - CHIEF COMPLIANCE OFFICER
Location
Westport, CT
Summary
This page shows a list of all the recent 13F filings made by Coastal Bridge Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Coastal Bridge Advisors, LLC reported 457 stock holdings with total value $1.32B as of Q3 2025. Top holdings included AAPL, MSFT, LION, JEPI, and GOOG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 457 $1.32B +$95.6M -$72M +$23.6M AAPL, MSFT, LION, JEPI, GOOG 13F-HR 03 Nov 2025, 12:11
Q2 2025 443 $1.2B +$524M -$69.2M +$455M AAPL, MSFT, JEPI, BGB, LION 13F-HR 14 Aug 2025, 15:31
Q1 2025 168 $700M +$319M -$7.11M +$312M AAPL, BGB, JEPI, LGFB, MSFT Restatement 25 Aug 2025, 13:55
Q1 2025 253 $405M $0 $0 SCHD, SPGP, SCHB, XLV, XLF New Holdings 25 Aug 2025, 13:55
Q4 2024 163 $397M +$16.8M -$32.1M -$15.3M BGB, LGFB, JEPI, AAPL, EIPI 13F-HR 14 Feb 2025, 14:44
Q3 2024 172 $403M +$15.8M -$19.7M -$3.87M BGB, JEPI, LGFB, DKNG, AAPL 13F-HR 14 Nov 2024, 09:50
Q2 2024 169 $403M +$26M -$37.9M -$11.9M BGB, LGFB, JEPI, DKNG, LZ 13F-HR 15 Aug 2024, 18:20
Q1 2024 177 $434M +$41.9M -$18M +$23.8M BGB, LGFB, DKNG, JEPI, LZ 13F-HR 15 May 2024, 10:19
Q4 2023 175 $390M +$14.1M -$28.5M -$14.4M BGB, LGFB, JEPI, LZ, LGFA 13F-HR 15 Feb 2024, 14:07
Q3 2023 172 $373M +$14.9M -$47.2M -$32.3M BGB, LGFB, JEPI, LZ, DKNG 13F-HR 14 Nov 2023, 13:56
Q2 2023 167 $408M +$18.8M -$21.9M -$3.14M BGB, LGFB, TH, JEPI, LZ Restatement 16 Aug 2023, 19:54
Q1 2023 173 $396M +$14.3M -$9.08M +$5.26M BGB, LGFB, TH, JEPI, LZ 13F-HR 15 May 2023, 13:48
Q4 2022 174 $352M +$22.2M -$49.3M -$27.1M BGB, TH, LZ, JEPI, LGFB 13F-HR 08 Feb 2023, 16:56
Q3 2022 177 $372M +$47.7M -$9.16M +$38.5M BGB, TH, LZ, LGFB, THWWW 13F-HR 15 Nov 2022, 14:04
Q2 2022 161 $325M +$25.7M -$40.2M -$14.5M BGB, LGFB, LZ, TH, LGFA Restatement 15 Nov 2022, 14:03
Q1 2022 174 $434M +$45.2M -$97.3M -$52.1M BGB, LGFB, LZ, LGFA, S 13F-HR 13 May 2022, 11:16
Q4 2021 209 $453M +$111M -$75.8M +$34.9M LZ, BGB, LGFB, LGFA, VNLA Restatement 20 May 2022, 13:23
Q3 2021 145 $433M +$26.1M -$46.2M -$20.1M VZ, BGB, LGFB, LGFA, DKNG Restatement 20 May 2022, 13:23
Q2 2021 148 $483M +$42.2M -$121M -$79M VZ, DKNG, LGFB, BGB, LGFA 13F-HR 10 Aug 2021, 17:15
Q1 2021 146 $546M +$36.4M -$67.7M -$31.3M DKNG, VZ, BGB, LGFB, VNLA 13F-HR 17 May 2021, 10:56
Q4 2020 139 $503M +$165M -$9.37M +$155M DKNG, VZ, BGB, LGFB, LGFA 13F-HR 16 Feb 2021, 16:55
Q3 2020 127 $328M +$22.2M -$17.2M +$4.93M VZ, BGB, LGFB, LGFA, ALLO 13F-HR 13 Nov 2020, 13:34
Q2 2020 149 $313M +$17.3M -$22M -$4.69M VZ, BGB, ALLO, LGFB, LGFA 13F-HR 11 Aug 2020, 08:38
Q1 2020 144 $269M +$24.2M -$44.1M -$19.9M VZ, BGB, VNLA, LGFB, ALLO 13F-HR 14 May 2020, 17:10
Q4 2019 127 $385M +$124M -$41.1M +$82.6M VZ, BGB, LGFB, LGFA, VNLA 13F-HR 12 Feb 2020, 19:26
Q3 2019 151 $293M +$17.8M -$38.7M -$20.9M BGB, WSC, ALLO, LGFB, TH 13F-HR 08 Nov 2019, 14:27
Q2 2019 130 $335M +$68.7M -$19.2M +$49.5M BGB, WSC, ALLO, LGFB, TH Restatement 13 Aug 2019, 09:10
Q1 2019 129 $286M +$29.4M -$16.2M +$13.2M BGB, WSC, LGFB, LGFA, FEN 13F-HR 07 May 2019, 21:10
Q4 2018 128 $253M +$57.1M -$8.53M +$48.6M BGB, LGFB, WSC, LGFA, FEN 13F-HR 07 Feb 2019, 19:04
Q3 2018 134 $262M +$15.7M -$7.73M +$7.99M LGFB, LGFA, BGB, FEN, XOM 13F-HR 08 Nov 2018, 09:43
Q2 2018 131 $248M +$14.4M -$43.1M -$28.7M LGFB, LGFA, BGB, FEN, XOM 13F-HR 03 Aug 2018, 10:35
Q1 2018 133 $275M +$9.7M -$8.07M +$1.63M LGFB, LGFA, VDTH, BGB, FEN 13F-HR 11 May 2018, 14:19
Q4 2017 129 $311M +$16.7M -$15.9M +$792K LGFB, LGFA, VDTH, BGB, FEN 13F-HR 09 Feb 2018, 14:10
Q3 2017 123 $305M +$15.8M -$27.2M -$11.4M LGFA, LGFB, VDTH, BGB, AAPL 13F-HR 13 Nov 2017, 12:49
Q2 2017 110 $297M +$17.1M -$15.1M +$2.02M LGFA, LGFB, VDTH, BGB, KITE 13F-HR 03 Aug 2017, 10:18
Q1 2017 90 $293M +$18.1M -$7.25M +$10.9M VDTH, LGFA, LGFB, BGB, KITE Restatement 14 Aug 2017, 11:11
Q4 2016 83 $257M +$138M -$74.5M +$63.5M LGFA, LGFB, VDTH, BGB, KITE 13F-HR 10 Feb 2017, 12:20
Q3 2016 61 $205M +$6.96M -$3.35M +$3.61M LGF, VDTH, KITE, ENT, FEN 13F-HR 09 Nov 2016, 15:52
Q2 2016 64 $191M +$52.5M -$1.07M +$51.4M LGF, VDTH, KITE, FEN, ENT 13F-HR 15 Aug 2016, 11:48
Q1 2016 61 $143M +$3.15M -$2.45M +$695K LGF, KITE, ENT, FEN, XOM 13F-HR 16 May 2016, 12:46
Q4 2015 59 $179M $0 $0 LGF, KITE, ENT, FEN, XOM 13F-HR 08 Feb 2016, 21:54