Position in COIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$716,623
-$365,959 QoQ
Shares Held
4,902
-20.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#509
of 1,109 holders
Holding Since
Jun 2021
20 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, 2026IHT Wealth Management, LLC holds $2,801,903 across 3 Financial Data & Stock Exchanges names. COIN ranks #2 (25.6% of the industry book) .
All Filings in COIN
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,623 | 4,902 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,082,582 | 6,200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,769,319 | 7,824 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,736,368 | 8,108 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,616,057 | 7,464 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,383,006 | 8,030 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,822,522 | 7,340 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,608,875 | 9,030 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,475,162 | 6,638 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,834,100 | 6,918 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,180,916 | 6,790 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $477,433 | 6,359 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $460,710 | 6,439 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $423,393 | 6,266 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $227,380 | 6,425 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $442,917 | 6,868 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $219,818 | 4,675 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,089,733 | 4,318 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,047,772 | 4,606 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,923,560 | 7,594 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||