Refined Wealth Management

Position in COIN — Coinbase Global, Inc.

CIK 1724729 SALT LAKE CITY, UT

Position in COIN

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$8,609,713

-$1,718,643 QoQ

Shares Held

58,894

-0.4% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

12.63%

of 13F equity value

Holder Rank

#182

of 1,109 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Refined Wealth Management holds $8,609,713 across 1 Financial Data & Stock Exchanges name. COIN ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	COIN	Coinbase Global, Inc. This page	58,894	$8,609,713

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,609,713	58,894	-0.4%	Shares	Sole	2026-07-21
2026-03-31	$10,328,356	59,151	+1.1%	Shares	Sole	2026-04-21
2025-12-31	$13,233,260	58,518	+0.8%	Shares	Sole	2026-01-15
2025-09-30	$19,593,319	58,056	-1.2%	Shares	Sole	2025-10-21
2025-06-30	$20,590,586	58,748	+1.6%	Shares	Sole	2025-07-17
2025-03-31	$9,956,271	57,808	+16.4%	Shares	Sole	2025-04-22
2024-12-31	$12,334,550	49,676	-0.9%	Shares	Sole	2025-01-22
2024-09-30	$8,933,265	50,139	-1.4%	Shares	Sole	2024-10-18
2024-06-30	$11,302,395	50,859	-1.9%	Shares	Sole	2024-07-18
2024-03-31	$13,745,941	51,848	-3.2%	Shares	Sole	2024-04-18
2023-12-31	$9,317,590	53,574	-0.2%	Shares	Sole	2024-01-22
2023-09-30	$4,030,594	53,684	-3.2%	Shares	Sole	2023-10-16
2023-06-30	$3,966,588	55,438	+1.0%	Shares	Sole	2023-07-17
2023-03-31	$3,710,403	54,912	+0.5%	Shares	Sole	2023-04-17
2022-12-31	$1,934,417	54,660	+14.2%	Shares	Sole	2023-01-17
2022-09-30	$3,087,716	47,879	+2.5%	Shares	Sole	2022-10-20
2022-06-30	$2,196,022	46,704	+237.3%	Shares	Sole	2022-07-19
2021-12-31	$3,494,062	13,845	+5.1%	Shares	Sole	2022-02-02
2021-09-30	$2,996,594	13,173	—	Shares	Sole	2021-10-18
No filing history on record for this holder in this stock.