Position in TRI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$475,074
-$197,166 QoQ
Shares Held
5,817
-22.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#245
of 414 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $7,512,904 across 3 Specialty Business Services names. TRI ranks #3 (6.3% of the industry book) .
All Filings in TRI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,074 | 5,817 | Shares | Sole | 2026-08-17 | |
| 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. | ||||||