Position in COIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$376,877
-$57,552 QoQ
Shares Held
2,578
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#630
of 1,109 holders
Holding Since
Jun 2021
11 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, 2026Western Wealth Management, LLC holds $7,786,927 across 6 Financial Data & Stock Exchanges names. COIN ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
11,765 | $2,598,064 | |
| 2 | SPGI |
S&P Global Inc.
|
6,559 | $2,527,047 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
8,841 | $1,088,415 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
10,911 | $860,005 | |
| 5 | COIN |
Coinbase Global, Inc.
This page
|
2,578 | $376,877 | |
| 6 | MCO |
Moodys Corp /De/
|
743 | $336,519 |
All Filings in COIN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,877 | 2,578 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $434,429 | 2,488 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $520,348 | 2,301 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $719,191 | 2,131 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $584,967 | 1,669 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $271,090 | 1,574 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $345,137 | 1,390 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $242,230 | 1,090 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $290,306 | 1,095 | Shares | Sole | 2024-05-03 | |
| 2021-12-31 | $596,097 | 2,362 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $523,571 | 2,067 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||