Strategic Wealth Partners, Ltd.

Position in COIN — Coinbase Global, Inc.

CIK 1720777 INDEPENDENCE, OH

Position in COIN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$273,082

-$83,471 QoQ

Shares Held

1,868

-8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#703

of 1,114 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $522,435 across 9 Financial Data & Stock Exchanges names. COIN ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc. This page	1,868	$273,082
2	SPGI	S&P Global Inc.	412	$158,831
3	CBOE	Cboe Global Markets, Inc.	133	$32,275
4	CME	Cme Group Inc.	130	$28,707
5	ICE	Intercontinental Exchange, Inc.	99	$12,187
6	NDAQ	Nasdaq, Inc.	102	$8,039
7	MCO	Moodys Corp /De/	8	$3,623
8	FDS	Factset Research Systems Inc	15	$3,451

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,082	1,868	-8.5%	Shares	Sole	2026-08-12
2026-03-31	$356,553	2,042	+8.7%	Shares	Sole	2026-05-12
2025-12-31	$424,917	1,879	+2.7%	Shares	Sole	2026-05-12
2025-09-30	$617,269	1,829	-34.3%	Shares	Sole	2025-11-14
2025-06-30	$976,114	2,785	+36.2%	Shares	Sole	2025-08-11
2024-12-31	$507,773	2,045	+19.7%	Shares	Sole	2025-02-14
2024-09-30	$304,492	1,709	-0.5%	Shares	Sole	2024-10-08
2024-06-30	$381,791	1,718	-5.3%	Shares	Sole	2024-10-08
2024-03-31	$481,192	1,815	-1.3%	Shares	Sole	2024-05-20
2023-12-31	$319,664	1,838	—	Shares	Sole	2024-05-20
No filing history on record for this holder in this stock.