Position in COIN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,216
-$800 QoQ
Shares Held
22
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,010
of 1,109 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $107,555 across 9 Financial Data & Stock Exchanges names. COIN ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
78 | $28,512 | |
| 2 | MCO |
Moodys Corp /De/
|
44 | $19,928 | |
| 3 | CME |
Cme Group Inc.
|
83 | $18,328 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
107 | $13,172 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
165 | $13,005 | |
| 6 | MSCI |
MSCI Inc.
|
9 | $5,040 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
14 | $3,397 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
22 | $3,216 |
All Filings in COIN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,216 | 22 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,016 | 23 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,975 | 22 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $7,424 | 22 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $9,463 | 27 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $3,961 | 23 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $5,710 | 23 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $4,810 | 27 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $6,000 | 27 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $7,158 | 27 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $4,695 | 27 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||