FLAGSHIP HARBOR ADVISORS, LLC

Position in COIN — Coinbase Global, Inc.

CIK 1691766 BOSTON, MA

Position in COIN

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$204,373

-$48,636 QoQ

Shares Held

1,398

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#769

of 1,109 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $2,842,013 across 5 Financial Data & Stock Exchanges names. COIN ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	3,432	$1,251,062
2	CME	Cme Group Inc.	2,734	$603,749
3	ICE	Intercontinental Exchange, Inc.	4,362	$537,005
4	CBOE	Cboe Global Markets, Inc.	1,013	$245,824
5	COIN	Coinbase Global, Inc. This page	1,398	$204,373

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,373	1,398	-3.5%	Shares	Sole	2026-07-22
2026-03-31	$253,009	1,449	-15.0%	Shares	Sole	2026-04-28
2025-12-31	$385,342	1,704	-23.6%	Shares	Sole	2026-01-21
2025-09-30	$752,265	2,229	+2.0%	Shares	Sole	2025-11-05
2025-06-30	$765,820	2,185	+6.5%	Shares	Sole	2025-08-04
2025-03-31	$353,243	2,051	+1.1%	Shares	Sole	2025-04-22
2024-12-31	$503,800	2,029	+2.8%	Shares	Sole	2025-01-21
2024-09-30	$351,529	1,973	+2.2%	Shares	Sole	2024-10-21
2024-06-30	$429,126	1,931	+2.8%	Shares	Sole	2025-12-02
2024-03-31	$498,160	1,879	+52.3%	Shares	Sole	2024-04-16
2023-12-31	$214,617	1,234	-38.8%	Shares	Sole	2024-01-10
2021-12-31	$509,030	2,017	-4.3%	Shares	Sole	2022-02-17
2021-09-30	$479,300	2,107	0.0%	Shares	Sole	2021-11-01
2021-06-30	$533,703	2,107	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.