Position in WSO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$966,396
+$15,086 QoQ
Shares Held
2,319
-11.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#354
of 780 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $4,680,664 across 3 Industrial Distribution names. WSO ranks #2 (20.6% of the industry book) .
All Filings in WSO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,396 | 2,319 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $951,310 | 2,615 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $867,646 | 2,575 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,038,646 | 2,569 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $918,569 | 2,080 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||