Position in COIN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$303,490
-$236,229 QoQ
Shares Held
2,076
-32.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#670
of 1,109 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Derivatives in COIN
reported options exposure · as of Dec 31, 2025CallValue
$90,456
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $1,750,637 across 4 Financial Data & Stock Exchanges names. COIN ranks #3 (17.3% of the industry book) .
All Filings in COIN
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,490 | 2,076 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $539,719 | 3,091 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $660,781 | 2,922 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $90,456 | 400 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $989,520 | 2,932 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $280,392 | 800 | Call | Sole | 2025-08-19 | |
| 2025-06-30 | $1,037,099 | 2,959 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $810,699 | 3,265 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $685,776 | 3,849 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,352,269 | 6,085 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,444,904 | 5,450 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,507,538 | 8,668 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $409,186 | 5,450 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $402,111 | 5,620 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $423,799 | 6,272 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $232,264 | 6,563 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $549,454 | 8,520 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $384,012 | 8,167 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,772,343 | 9,335 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $5,973,093 | 23,668 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,834,853 | 8,066 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,038,051 | 8,046 | Shares | Other | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||