Position in COIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$115,051
-$85,987 QoQ
Shares Held
787
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#797
of 1,109 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $3,796,744 across 9 Financial Data & Stock Exchanges names. COIN ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
24,111 | $2,968,305 | |
| 2 | FDS |
Factset Research Systems Inc
|
906 | $208,452 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
2,134 | $168,201 | |
| 4 | CME |
Cme Group Inc.
|
717 | $158,335 | |
| 5 | COIN |
Coinbase Global, Inc.
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|
787 | $115,051 | |
| 6 | SPGI |
S&P Global Inc.
|
283 | $109,145 | |
| 7 | MCO |
Moodys Corp /De/
|
65 | $29,439 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
111 | $26,936 |
All Filings in COIN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,051 | 787 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $201,038 | 889 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $331,752 | 983 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $311,235 | 888 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||