Apollon Wealth Management, LLC
Position in COIN — Coinbase Global, Inc.
CIK 1764387
MOUNT PLEASANT, SC
Position in COIN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$273,960
-$214,249 QoQ
Shares Held
1,874
-33.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#700
of 1,109 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $28,532,084 across 9 Financial Data & Stock Exchanges names. COIN ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
41,318 | $15,061,298 | |
| 2 | CME |
Cme Group Inc.
|
19,324 | $4,267,318 | |
| 3 | MCO |
Moodys Corp /De/
|
6,026 | $2,729,295 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
18,794 | $2,313,729 | |
| 5 | MSCI |
MSCI Inc.
|
3,670 | $2,055,346 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
11,637 | $917,228 | |
| 7 | FDS |
Factset Research Systems Inc
|
2,543 | $585,093 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,355 | $328,817 |
All Filings in COIN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,960 | 1,874 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $488,209 | 2,796 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $330,842 | 1,463 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $296,991 | 880 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $207,840 | 593 | Shares | Sole | 2025-07-25 | |
| 2022-03-31 | $241,501 | 1,272 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $322,528 | 1,278 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $316,879 | 1,393 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $220,117 | 869 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||