Position in COIN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$674,666
-$386,089 QoQ
Shares Held
4,615
-24.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#515
of 1,108 holders
Holding Since
Jun 2021
19 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, 2026Independent Advisor Alliance holds $10,059,448 across 9 Financial Data & Stock Exchanges names. COIN ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
10,454 | $4,027,801 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
15,528 | $1,911,651 | |
| 3 | MCO |
Moodys Corp /De/
|
2,706 | $1,225,600 | |
| 4 | CME |
Cme Group Inc.
|
3,360 | $741,988 | |
| 5 | COIN |
Coinbase Global, Inc.
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|
4,615 | $674,666 | |
| 6 | FDS |
Factset Research Systems Inc
|
2,331 | $536,316 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,663 | $403,559 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,449 | $271,849 |
All Filings in COIN
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,666 | 4,615 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,060,755 | 6,075 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,580,718 | 6,990 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,867,989 | 8,498 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,840,370 | 8,104 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,378,528 | 8,004 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,859,270 | 7,488 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,011,114 | 5,675 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,316,490 | 5,924 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $812,592 | 3,065 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $778,465 | 4,476 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $327,799 | 4,366 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $362,973 | 5,073 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $375,689 | 5,560 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $387,004 | 6,001 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $267,120 | 5,681 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $1,071,310 | 4,245 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,074,388 | 4,723 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,945,119 | 11,627 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||