ELEVATION POINT WEALTH PARTNERS, LLC

Position in COIN — Coinbase Global, Inc.

CIK 1744349 DENVER, CO

Position in COIN

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

Position Value

$779,923

-$251,323 QoQ

Shares Held

5,335

-9.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#495

of 1,109 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $9,123,974 across 9 Financial Data & Stock Exchanges names. COIN ranks #5 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	11,389	$2,515,032
2	SPGI	S&P Global Inc.	5,874	$2,263,143
3	ICE	Intercontinental Exchange, Inc.	11,083	$1,364,428
4	NDAQ	Nasdaq, Inc.	10,300	$811,846
5	COIN	Coinbase Global, Inc. This page	5,335	$779,923
6	MCO	Moodys Corp /De/	964	$436,614
7	MSCI	MSCI Inc.	770	$431,230
8	CBOE	Cboe Global Markets, Inc.	1,256	$304,793

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$779,923	5,335	-9.7%	Shares	Sole	2026-08-12
2026-03-31	$1,031,246	5,906	+74.2%	Shares	Sole	2026-04-27
2025-12-31	$766,614	3,390	-27.6%	Shares	Sole	2026-02-12
2025-09-30	$1,581,140	4,685	+89.1%	Shares	Sole	2025-11-14
2025-06-30	$868,163	2,477	+5.0%	Shares	Sole	2026-02-03
2025-03-31	$406,118	2,358	+71.1%	Shares	Sole	2026-02-03
2024-12-31	$342,157	1,378	+6.4%	Shares	Sole	2026-02-03
2024-09-30	$230,730	1,295	-3.9%	Shares	Sole	2026-02-03
2024-06-30	$299,343	1,347	-6.8%	Shares	Sole	2026-02-03
2024-03-31	$383,098	1,445	-28.9%	Shares	Sole	2026-02-03
2023-12-31	$353,579	2,033	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.