Position in COIN
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$525,699
-$100,976 QoQ
Shares Held
3,596
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#550
of 1,109 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Calamos Wealth Management LLC holds $13,250,713 across 5 Financial Data & Stock Exchanges names. COIN ranks #3 (4.0% of the industry book) .
All Filings in COIN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,699 | 3,596 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $626,675 | 3,589 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $808,224 | 3,574 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $714,128 | 2,116 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||