Position in COIN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$69,732
+$21,715 QoQ
Shares Held
477
+73.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#818
of 1,109 holders
Holding Since
Jun 2021
13 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,849,571 across 11 Financial Data & Stock Exchanges names. COIN ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
24,554 | $5,422,259 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
22,058 | $2,715,560 | |
| 3 | SPGI |
S&P Global Inc.
|
3,185 | $1,227,074 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
11,151 | $878,921 | |
| 5 | MCO |
Moodys Corp /De/
|
508 | $230,083 | |
| 6 | FDS |
Factset Research Systems Inc
|
610 | $140,348 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
360 | $87,361 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
477 | $69,732 |
All Filings in COIN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,732 | 477 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $48,017 | 275 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $31,433 | 139 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $53,998 | 160 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $12,267 | 35 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $105,232 | 611 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $109,500 | 441 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $77,325 | 434 | Shares | Defined | 2024-11-18 | |
| 2023-06-30 | $1,788 | 25 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $212 | 6 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $79,496 | 315 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $73,476 | 323 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $31,155 | 123 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||