Essex Financial Services, Inc.

Position in COIN — Coinbase Global, Inc.

CIK 1315785 ESSEX, CT

Position in COIN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$202,326

-$115,988 QoQ

Shares Held

1,384

-24.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#773

of 1,114 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $2,075,519 across 6 Financial Data & Stock Exchanges names. COIN ranks #6 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	4,072	$899,219
2	MCO	Moodys Corp /De/	691	$312,967
3	SPGI	S&P Global Inc.	592	$228,065
4	ICE	Intercontinental Exchange, Inc.	1,829	$225,168
5	MSCI	MSCI Inc.	371	$207,774
6	COIN	Coinbase Global, Inc. This page	1,384	$202,326

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,326	1,384	-24.1%	Shares	Sole	2026-08-10
2026-03-31	$318,314	1,823	+64.7%	Shares	Sole	2026-04-24
2024-09-30	$197,234	1,107	-5.5%	Shares	Defined	2024-10-24
2024-06-30	$260,453	1,172	+40.0%	Shares	Defined	2024-08-09
2024-03-31	$221,905	837	-22.9%	Shares	Sole	2024-04-24
2022-03-31	$206,187	1,086	-10.3%	Shares	Sole	2022-04-21
2021-12-31	$305,620	1,211	+28.3%	Shares	Sole	2022-02-11
2021-09-30	$214,741	944	+2.2%	Shares	Sole	2021-11-10
2021-06-30	$234,049	924	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.