Position in COIN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$9,209
-$1,791 QoQ
Shares Held
63
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#937
of 1,109 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $120,188 across 5 Financial Data & Stock Exchanges names. COIN ranks #2 (7.7% of the industry book) .
All Filings in COIN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,209 | 63 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $11,000 | 63 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $14,246 | 63 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $197,094 | 584 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $20,678 | 59 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,161 | 59 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,649 | 59 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,621 | 54 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $123,115 | 554 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $146,876 | 554 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,391 | 54 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,054 | 54 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,863 | 54 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,648 | 54 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,911 | 54 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,482 | 54 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,714 | 79 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $14,998 | 79 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $19,937 | 79 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $12,283 | 54 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $13,678 | 54 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||