Position in COIN
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$3,060,736
+$470,530 QoQ
Shares Held
17,529
+53.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $203,812 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
450 | $203,812 |
All Filings in COIN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,060,736 | 17,529 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,590,206 | 11,454 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $938,895 | 2,782 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $554,823 | 1,583 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $614,515 | 3,568 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $894,376 | 3,602 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $6,646,009 | 29,906 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,900,840 | 29,801 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,936,718 | 28,385 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,248,871 | 29,953 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,222,270 | 31,059 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,991,458 | 44,272 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,516,990 | 42,865 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,408,313 | 37,344 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $234,855 | 1,237 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $227,132 | 900 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,124,433 | 4,943 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,625,172 | 6,416 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||