Cornerstone Wealth Management, LLC
Position in COIN — Coinbase Global, Inc.
CIK 1674117
ST. PETERS, MO
Position in COIN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$216,945
-$32,572 QoQ
Shares Held
1,484
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#758
of 1,109 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $455,059 across 2 Financial Data & Stock Exchanges names. COIN ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
653 | $238,114 | |
| 2 | COIN |
Coinbase Global, Inc.
This page
|
1,484 | $216,945 |
All Filings in COIN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,945 | 1,484 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $249,517 | 1,429 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $257,347 | 1,138 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $383,388 | 1,136 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $324,553 | 926 | Shares | Sole | 2025-08-12 | |
| 2024-06-30 | $291,121 | 1,310 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $405,368 | 1,529 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $227,139 | 1,306 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $250,855 | 994 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||