Chicago Partners Investment Group LLC

Position in COIN — Coinbase Global, Inc.

CIK 1563525 CHICAGO, IL

Position in COIN

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$475,702

+$283,457 QoQ

Shares Held

3,254

+195.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#579

of 1,109 holders

Holding Since

Sep 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $17,704,826 across 11 Financial Data & Stock Exchanges names. COIN ranks #9 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	30,264	$6,683,199
2	MCO	Moodys Corp /De/	6,176	$2,797,233
3	SPGI	S&P Global Inc.	5,141	$1,980,912
4	CBOE	Cboe Global Markets, Inc.	7,430	$1,803,038
5	FDS	Factset Research Systems Inc	4,436	$1,020,634
6	MSCI	MSCI Inc.	1,672	$936,386
7	NDAQ	Nasdaq, Inc.	9,577	$754,859
8	ICE	Intercontinental Exchange, Inc.	4,213	$518,662

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$475,702	3,254	+195.5%	Shares	Sole	2026-07-30
2026-03-31	$192,245	1,101	-7.4%	Shares	Sole	2026-05-04
2025-09-30	$401,275	1,189	+8.9%	Shares	Sole	2025-10-30
2025-06-30	$382,735	1,092	+5.7%	Shares	Sole	2025-07-29
2025-03-31	$177,913	1,033	-10.6%	Shares	Sole	2025-05-09
2024-12-31	$287,034	1,156	+17.4%	Shares	Sole	2025-01-24
2024-03-31	$261,143	985	-47.7%	Shares	Sole	2024-04-25
2021-12-31	$475,717	1,885	+103.6%	Shares	Sole	2022-02-15
2021-09-30	$210,646	926	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.