Position in COIN
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$548,504
New position
Shares Held
3,752
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#542
of 1,109 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Annex Advisory Services, LLC holds $548,504 across 1 Financial Data & Stock Exchanges name. COIN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
3,752 | $548,504 |
All Filings in COIN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,504 | 3,752 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||