Centerpoint Advisors, LLC

Position in COIN — Coinbase Global, Inc.

CIK 1733788 NEEDHAM, MA

Position in COIN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

-$2,966 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,108

of 1,109 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Centerpoint Advisors, LLC holds $406,299 across 5 Financial Data & Stock Exchanges names. COIN ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	842	$324,586
2	ICE	Intercontinental Exchange, Inc.	375	$46,166
3	TRU	TransUnion	257	$18,539
4	MORN	Morningstar, Inc.	109	$17,006
5	COIN	Coinbase Global, Inc. This page	17	$2

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2	17	0.0%	Shares	Sole	2026-08-05
2026-03-31	$2,968	17	0.0%	Shares	Sole	2026-05-07
2025-12-31	$3,844	17	0.0%	Shares	Sole	2026-02-13
2025-09-30	$5,737	17	0.0%	Shares	Sole	2025-11-06
2025-06-30	$5,958	17	0.0%	Shares	Sole	2025-08-01
2025-03-31	$2,927	17	-69.6%	Shares	Sole	2025-05-13
2024-12-31	$13,904	56	+229.4%	Shares	Sole	2025-01-31
2024-09-30	$3,028	17	0.0%	Shares	Sole	2024-10-15
2024-06-30	$3,777	17	0.0%	Shares	Sole	2024-07-30
2024-03-31	$4,507	17	0.0%	Shares	Sole	2024-05-02
2023-12-31	$2,956	17	0.0%	Shares	Sole	2024-01-16
2023-09-30	$1	17	0.0%	Shares	Sole	2023-11-01
2023-06-30	$1	17	0.0%	Shares	Sole	2023-07-17
2023-03-31	$1	17	0.0%	Shares	Sole	2023-05-03
2022-12-31	$1	17	0.0%	Shares	Sole	2023-01-24
2022-09-30	$1,096	17	0.0%	Shares	Sole	2022-10-13
2022-06-30	$799	17	0.0%	Shares	Sole	2022-07-18
2022-03-31	$3,227	17	0.0%	Shares	Sole	2022-04-27
2021-12-31	$4,290	17	+1600.0%	Shares	Sole	2022-01-14
2021-09-30	$227	1	0.0%	Shares	Sole	2021-10-25
2021-06-30	$253	1	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.