Current Market Value 253,066,305
Current Holdings 302
Most Recent File Date 2025-07-22
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Coastal Investment Advisors, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-22 2025-06-30 13F-HR 302 253,066
2025-05-01 2025-03-31 13F-HR 321 219,440
2025-01-28 2024-12-31 13F-HR 339 244,003
2024-10-29 2024-09-30 13F-HR 356 217,412
2024-07-15 2024-06-30 13F-HR 779 510,705
2024-04-19 2024-03-31 13F-HR 799 485,174
2024-01-19 2023-12-31 13F-HR 443 442,769
2023-10-20 2023-09-30 13F-HR 778 435,249
2023-08-09 2023-06-30 13F-HR 828 457,709
2023-05-05 2023-03-31 13F-HR 425 411,463
2023-02-10 2022-12-31 13F-HR 847 410,266
2022-10-27 2022-09-30 13F-HR 815 381,441
2022-08-09 2022-06-30 13F-HR 391 407,959
2022-04-13 2022-03-31 13F-HR 426 501,851
2022-01-18 2021-12-31 13F-HR 417 454,540
2021-10-18 2021-09-30 13F-HR 406 424,311
2021-07-15 2021-06-30 13F-HR 397 421,634
2021-04-12 2021-03-31 13F-HR 375 380,151
2021-01-13 2020-12-31 13F-HR 330 353,209
2020-10-23 2020-09-30 13F-HR 317 298,601
2020-07-16 2020-06-30 13F-HR 341 303,980
2020-04-23 2020-03-31 13F-HR 297 232,893
2020-02-05 2019-12-31 13F-HR 1645 365,679
2019-10-18 2019-09-30 13F-HR 1661 368,344
2019-08-01 2019-06-30 13F-HR 1767 360,539
2019-05-15 2019-03-31 13F-HR 1371 219,573