Position in COIN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$866,175
-$168,389 QoQ
Shares Held
5,925
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#479
of 1,114 holders
Holding Since
Sep 2025
4 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, 2026One Wealth Advisors, LLC holds $2,460,965 across 4 Financial Data & Stock Exchanges names. COIN ranks #2 (35.2% of the industry book) .
All Filings in COIN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $866,175 | 5,925 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,034,564 | 5,925 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,339,879 | 5,925 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,999,628 | 5,925 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||