Position in COIN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,056,368
-$177,950 QoQ
Shares Held
7,226
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#441
of 1,109 holders
Holding Since
Jun 2021
19 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, 2026Prospera Financial Services Inc holds $11,364,839 across 7 Financial Data & Stock Exchanges names. COIN ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
9,108 | $3,320,112 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
8,106 | $1,967,083 | |
| 3 | CME |
Cme Group Inc.
|
8,360 | $1,846,138 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
13,971 | $1,719,969 | |
| 5 | COIN |
Coinbase Global, Inc.
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|
7,226 | $1,056,368 | |
| 6 | MCO |
Moodys Corp /De/
|
2,141 | $969,701 | |
| 7 | FDS |
Factset Research Systems Inc
|
2,110 | $485,468 |
All Filings in COIN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,056,368 | 7,226 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,234,318 | 7,069 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,381,489 | 6,109 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,807,596 | 5,356 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,628,727 | 4,647 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $376,322 | 2,185 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $543,032 | 2,187 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $352,598 | 1,979 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $424,681 | 1,911 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $614,017 | 2,316 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $456,887 | 2,627 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $393,419 | 5,240 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $254,002 | 3,550 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $207,169 | 3,066 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $149,523 | 3,180 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $824,751 | 4,344 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $684,427 | 2,712 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $626,707 | 2,755 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,058,540 | 4,179 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||