Position in COIN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$443,394
-$95,801 QoQ
Shares Held
3,033
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#590
of 1,109 holders
Holding Since
Jun 2025
5 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, 2026Wellington Shields & Co., LLC holds $2,805,501 across 2 Financial Data & Stock Exchanges names. COIN ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
6,131 | $2,362,107 | |
| 2 | COIN |
Coinbase Global, Inc.
This page
|
3,033 | $443,394 |
All Filings in COIN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,394 | 3,033 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $539,195 | 3,088 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $688,596 | 3,045 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $758,340 | 2,247 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $545,011 | 1,555 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||