Circle Wealth Management, LLC

Position in COIN — Coinbase Global, Inc.

CIK 1578242 SUMMIT, NJ

Position in COIN

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$237,469

-$1,044,744 QoQ

Shares Held

1,360

-76.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Circle Wealth Management, LLC holds $2,425,863 across 2 Financial Data & Stock Exchanges names.

#	Ticker	Company	Shares	Value (USD)	Open
1	SPGI	S&P Global Inc.	3,963	$1,526,817
2	MCO	Moodys Corp /De/	1,985	$899,046

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$237,469	1,360	-76.0%	Shares	Sole	2026-05-12
2025-12-31	$1,282,213	5,670	+24.1%	Shares	Sole	2026-02-13
2025-09-30	$1,541,654	4,568	+49.2%	Shares	Sole	2025-11-14
2025-06-30	$1,073,200	3,062	+115.6%	Shares	Sole	2025-08-14
2025-03-31	$244,566	1,420	0.0%	Shares	Sole	2025-05-14
2024-12-31	$352,586	1,420	0.0%	Shares	Sole	2025-02-14
2024-09-30	$253,001	1,420	0.0%	Shares	Sole	2024-11-14
2024-06-30	$315,566	1,420	0.0%	Shares	Sole	2024-08-13
2024-03-31	$376,470	1,420	0.0%	Shares	Sole	2024-05-14
2023-12-31	$246,966	1,420	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.