Position in COIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$446,171
+$100,444 QoQ
Shares Held
3,052
+54.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#589
of 1,109 holders
Holding Since
Dec 2021
13 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, 2026Wealthspire Advisors, LLC holds $81,058,736 across 5 Financial Data & Stock Exchanges names. COIN ranks #4 (0.6% of the industry book) .
All Filings in COIN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,171 | 3,052 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $345,727 | 1,980 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $641,785 | 2,838 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $503,535 | 1,492 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $370,467 | 1,057 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $280,330 | 1,129 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $231,442 | 1,299 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $237,119 | 1,067 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,659,651 | 6,260 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,114,131 | 6,406 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $499,657 | 6,655 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $501,207 | 7,005 | Shares | Sole | 2023-08-01 | |
| 2021-12-31 | $1,485,954 | 5,888 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||