Position in COIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,501,078
-$115,286 QoQ
Shares Held
10,268
+10.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#395
of 1,109 holders
Holding Since
Jun 2021
19 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, 2026Stratos Wealth Partners, LTD. holds $19,592,123 across 7 Financial Data & Stock Exchanges names. COIN ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
57,539 | $4,535,223 | |
| 2 | CME |
Cme Group Inc.
|
20,267 | $4,475,561 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
35,193 | $4,332,610 | |
| 4 | SPGI |
S&P Global Inc.
|
10,160 | $3,914,582 | |
| 5 | COIN |
Coinbase Global, Inc.
This page
|
10,268 | $1,501,078 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,496 | $605,704 | |
| 7 | MCO |
Moodys Corp /De/
|
502 | $227,365 |
All Filings in COIN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,501,078 | 10,268 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,616,364 | 9,257 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,115,991 | 9,357 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,321,525 | 18,731 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,095,267 | 23,097 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,072,378 | 23,645 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,281,188 | 17,242 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,709,362 | 9,594 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,760,950 | 7,924 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $882,054 | 3,327 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $669,418 | 3,849 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $282,225 | 3,759 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $260,012 | 3,634 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $295,280 | 4,370 | Shares | Sole | 2023-04-27 | |
| 2022-06-30 | $311,225 | 6,619 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,729,814 | 9,111 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,019,717 | 8,003 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,031,849 | 4,536 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,028,398 | 4,060 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||