OneDigital Investment Advisors LLC

Position in COIN — Coinbase Global, Inc.

CIK 1690370 OVERLAND PARK, KS

Position in COIN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$296,034

-$77,806 QoQ

Shares Held

2,025

-5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#678

of 1,109 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $6,663,221 across 8 Financial Data & Stock Exchanges names. COIN ranks #8 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	4,708	$1,813,935
2	ICE	Intercontinental Exchange, Inc.	8,245	$1,015,041
3	FDS	Factset Research Systems Inc	4,138	$952,071
4	MCO	Moodys Corp /De/	2,070	$937,544
5	CME	Cme Group Inc.	3,056	$674,856
6	MSCI	MSCI Inc.	921	$515,796
7	NDAQ	Nasdaq, Inc.	5,810	$457,944
8	COIN	Coinbase Global, Inc. This page	2,025	$296,034

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,034	2,025	-5.4%	Shares	Sole	2026-08-07
2026-03-31	$373,840	2,141	-35.4%	Shares	Sole	2026-05-08
2025-12-31	$749,427	3,314	+25.1%	Shares	Sole	2026-02-13
2025-09-30	$894,348	2,650	-6.0%	Shares	Sole	2025-11-10
2025-06-30	$988,031	2,819	+13.3%	Shares	Sole	2025-08-07
2025-03-31	$428,508	2,488	+47.0%	Shares	Sole	2025-04-29
2024-12-31	$420,123	1,692	+48.3%	Shares	Sole	2025-02-13
2024-09-30	$203,291	1,141	+2.2%	Shares	Sole	2024-11-06
2024-06-30	$248,008	1,116	-3.0%	Shares	Sole	2024-08-02
2024-03-31	$305,153	1,151	+27.3%	Shares	Sole	2024-05-10
2021-12-31	$228,142	904	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.