Avior Wealth Management, LLC

Position in COIN — Coinbase Global, Inc.

CIK 1599868 OMAHA, NE

Position in COIN

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$311,530

-$44,674 QoQ

Shares Held

2,131

+4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#668

of 1,114 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avior Wealth Management, LLC holds $2,441,189 across 4 Financial Data & Stock Exchanges names. COIN ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	12,847	$1,581,594
2	MCO	Moodys Corp /De/	697	$315,685
3	COIN	Coinbase Global, Inc. This page	2,131	$311,530
4	FDS	Factset Research Systems Inc	1,010	$232,380

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,530	2,131	+4.5%	Shares	Sole	2026-07-07
2026-03-31	$356,204	2,040	-2.1%	Shares	Sole	2026-04-09
2025-12-31	$471,049	2,083	+15.1%	Shares	Sole	2026-01-06
2025-09-30	$610,856	1,810	+12.1%	Shares	Sole	2025-11-14
2025-06-30	$566,041	1,615	+67.4%	Shares	Sole	2025-07-17
2024-12-31	$239,609	965	+7.8%	Shares	Sole	2025-01-17
2024-09-30	$159,462	895	-11.6%	Shares	Sole	2024-11-08
2024-06-30	$224,896	1,012	+1.6%	Shares	Sole	2024-08-13
2024-03-31	$264,059	996	+405.6%	Shares	Sole	2024-04-30
2023-12-31	$34,262	197	+2.6%	Shares	Sole	2024-01-30
2023-09-30	$14,415	192	+6.7%	Shares	Sole	2023-10-17
2023-06-30	$12,879	180	0.0%	Shares	Sole	2023-07-19
2023-03-31	$12,162	180	-3.7%	Shares	Sole	2023-05-10
2022-12-31	$6,617	187	-24.3%	Shares	Sole	2023-02-14
2022-09-30	$15,929	247	+22.3%	Shares	Sole	2022-10-26
2022-06-30	$9,498	202	+11.0%	Shares	Sole	2022-08-10
2022-03-31	$34,554	182	+43.3%	Shares	Sole	2022-05-13
2021-12-31	$32,050	127	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.