Position in COIN
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$208,484
-$70,572 QoQ
Shares Held
1,194
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026HBK Sorce Advisory LLC holds $1,933,771 across 4 Financial Data & Stock Exchanges names.
All Filings in COIN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,484 | 1,194 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $279,056 | 1,234 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $465,736 | 1,380 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $437,061 | 1,247 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $204,599 | 824 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $200,895 | 904 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $236,752 | 893 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $220,704 | 1,269 | Shares | Sole | 2024-01-25 | |
| 2022-03-31 | $786,589 | 4,143 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,976,309 | 7,831 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,691,086 | 7,434 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,031,972 | 8,022 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||