Coastal Bridge Advisors, LLC
Holdings in LZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,478,731 | 1,055,260 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $11,576,398 | 1,115,260 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $11,027,327 | 1,237,635 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $10,656,037 | 1,237,635 | Shares | Sole | 2025-08-25 |
| 2024-12-31 | $9,627,895 | 1,282,010 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $8,572,188 | 1,349,951 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $16,751,121 | 1,996,558 | Shares | Sole | 2024-08-16 |
| 2024-03-31 | $24,170,239 | 1,811,862 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $21,337,360 | 1,888,262 | Shares | Sole | 2024-02-15 |
| 2023-09-30 | $20,777,926 | 1,899,262 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $27,601,857 | 2,284,922 | Shares | Sole | 2023-08-17 |
| 2023-03-31 | $24,455,667 | 2,607,214 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $20,154,797 | 2,603,979 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $22,342,941 | 2,607,111 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $23,376,949 | 2,127,111 | Shares | Sole | 2022-11-15 |
| 2022-03-31 | $38,207,849 | 2,702,111 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $46,566,328 | 2,897,718 | Shares | Sole | 2022-05-20 |