Position in COIN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$266,939
-$67,083 QoQ
Shares Held
1,826
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#125
of 274 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,832,353 across 14 Financial Data & Stock Exchanges names. COIN ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,039 | $785,618 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
9,584 | $755,406 | |
| 3 | MCO |
Moodys Corp /De/
|
1,325 | $600,113 | |
| 4 | MSCI |
MSCI Inc.
|
1,046 | $585,798 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
4,719 | $580,951 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,767 | $406,546 | |
| 7 | CME |
Cme Group Inc.
|
1,639 | $361,936 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
1,826 | $266,939 |
All Filings in COIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,939 | 1,826 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $334,022 | 1,913 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $314,104 | 1,389 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $613,555 | 1,818 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $617,210 | 1,761 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $228,202 | 1,325 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $277,100 | 1,116 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $252,821 | 1,419 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $349,121 | 1,571 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $245,234 | 925 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $161,396 | 928 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $60,439 | 805 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $121,062 | 1,692 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $39,459 | 584 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $20,702 | 585 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,643 | 72 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,115 | 45 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||