Perigon Wealth Management, LLC
Position in COIN — Coinbase Global, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in COIN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,394,944
+$182,976 QoQ
Shares Held
9,542
+37.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#409
of 1,109 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $39,450,943 across 9 Financial Data & Stock Exchanges names. COIN ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
46,339 | $20,987,859 | |
| 2 | CME |
Cme Group Inc.
|
42,609 | $9,409,345 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
34,594 | $4,258,867 | |
| 4 | SPGI |
S&P Global Inc.
|
4,929 | $1,899,053 | |
| 5 | COIN |
Coinbase Global, Inc.
This page
|
9,542 | $1,394,944 | |
| 6 | MSCI |
MSCI Inc.
|
760 | $425,630 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,807 | $415,754 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,562 | $379,050 |
All Filings in COIN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,394,944 | 9,542 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,211,968 | 6,941 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,512,876 | 6,690 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,323,281 | 6,884 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,562,081 | 7,310 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,389,034 | 8,065 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,927,056 | 7,761 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,332,355 | 7,478 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,675,391 | 7,539 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,249,278 | 8,484 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,721,981 | 9,901 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $746,520 | 9,943 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,080,762 | 15,105 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $985,576 | 14,586 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $599,825 | 16,949 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $236,742 | 3,671 | Shares | Sole | 2022-12-13 | |
| 2022-03-31 | $499,901 | 2,633 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $389,406 | 1,543 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $448,363 | 1,971 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $527,877 | 2,084 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||