GREAT VALLEY ADVISOR GROUP, INC.

Position in COIN — Coinbase Global, Inc.

CIK 1769897 WILMINGTON, DE

Position in COIN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,749,601

-$365,449 QoQ

Shares Held

11,968

-1.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#376

of 1,109 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $3,110,172 across 2 Financial Data & Stock Exchanges names. COIN ranks #1 (56.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	COIN	Coinbase Global, Inc. This page	11,968	$1,749,601
2	MCO	Moodys Corp /De/	3,004	$1,360,571

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,749,601	11,968	-1.2%	Shares	Sole	2026-08-10
2026-03-31	$2,115,050	12,113	+42.4%	Shares	Sole	2026-05-11
2025-12-31	$1,923,772	8,507	+20.2%	Shares	Sole	2026-02-12
2025-09-30	$2,389,091	7,079	-19.9%	Shares	Sole	2025-11-14
2025-06-30	$3,099,383	8,843	+12.6%	Shares	Sole	2025-08-14
2025-03-31	$1,353,038	7,856	+190.0%	Shares	Sole	2025-05-08
2024-12-31	$672,644	2,709	-27.8%	Shares	Sole	2025-02-24
2024-09-30	$668,493	3,752	-10.6%	Shares	Sole	2024-11-12
2024-06-30	$932,921	4,198	-25.5%	Shares	Sole	2024-07-16
2024-03-31	$1,493,155	5,632	-26.8%	Shares	Sole	2024-05-06
2023-12-31	$1,337,618	7,691	+4.1%	Shares	Sole	2024-02-06
2023-09-30	$554,841	7,390	-11.5%	Shares	Sole	2023-11-07
2023-06-30	$597,156	8,346	+6.9%	Shares	Sole	2023-08-10
2023-03-31	$527,586	7,808	-21.1%	Shares	Sole	2023-05-03
2022-12-31	$350,396	9,901	-6.6%	Shares	Sole	2023-02-01
2022-09-30	$683,658	10,601	-0.2%	Shares	Sole	2022-10-21
2022-06-30	$499,211	10,617	+148.3%	Shares	Sole	2022-07-19
2021-12-31	$1,079,134	4,276	+112.1%	Shares	Sole	2022-02-10
2021-09-30	$458,599	2,016	—	Shares	Sole	2021-10-14
No filing history on record for this holder in this stock.