Position in TRI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$672,240
-$143,367 QoQ
Shares Held
7,471
+20.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026Coastal Bridge Advisors, LLC holds $7,301,340 across 3 Specialty Business Services names. TRI ranks #2 (9.2% of the industry book) .
All Filings in TRI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $672,240 | 7,471 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $815,607 | 6,184 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $891,438 | 5,739 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,148,854 | 5,712 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||