Position in COIN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$146
-$1,655 QoQ
Shares Held
1
-95.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,106
of 1,109 holders
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IMA Advisory Services, Inc. holds $66,250 across 9 Financial Data & Stock Exchanges names. COIN ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
254 | $31,269 | |
| 2 | TRU |
TransUnion
|
138 | $9,955 | |
| 3 | SPGI |
S&P Global Inc.
|
20 | $7,737 | |
| 4 | CME |
Cme Group Inc.
|
35 | $7,729 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
97 | $7,645 | |
| 6 | LSEGY |
London Stock Exchange Group plc
|
28 | $757 | |
| 7 | MSCI |
MSCI Inc.
|
1 | $560 | |
| 8 | MCO |
Moodys Corp /De/
|
1 | $452 |
All Filings in COIN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146 | 1 | Shares | Sole | 2026-08-10 | |
| 2023-09-30 | $1,801 | 24 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $1,717 | 24 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,621 | 24 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $849 | 24 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,063 | 32 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,504 | 32 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $412,755 | 2,174 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $464,108 | 1,839 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $520,019 | 2,286 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,110,213 | 4,383 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||