Position in COIN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$92,976
+$82,675 QoQ
Shares Held
636
+978.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#808
of 1,109 holders
Holding Since
Mar 2022
18 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, 2026Bogart Wealth, LLC holds $30,792,849 across 9 Financial Data & Stock Exchanges names. COIN ranks #3 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
74,416 | $16,433,285 | |
| 2 | SPGI |
S&P Global Inc.
|
38,781 | $14,136,583 | |
| 3 | COIN |
Coinbase Global, Inc.
This page
|
636 | $92,976 | |
| 4 | MCO |
Moodys Corp /De/
|
69 | $31,251 | |
| 5 | MSCI |
MSCI Inc.
|
48 | $26,881 | |
| 6 | FDS |
Factset Research Systems Inc
|
107 | $24,618 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
258 | $20,335 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
128 | $15,758 |
All Filings in COIN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,976 | 636 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,301 | 59 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,724 | 43 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,037 | 9 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,958 | 17 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $861 | 5 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $51,646 | 208 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,512 | 59 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $11,778 | 53 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,702 | 63 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,435 | 60 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,877 | 25 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,788 | 25 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,689 | 25 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $884 | 25 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $14,316 | 222 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,943 | 254 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $43,477 | 229 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||