Prestige Wealth Management Group LLC
Position in COIN — Coinbase Global, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in COIN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,095
-$2,427 QoQ
Shares Held
12
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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, 2026Prestige Wealth Management Group LLC holds $1,157,075 across 8 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,418 | $546,542 | |
| 2 | CME |
Cme Group Inc.
|
1,505 | $332,348 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
2,151 | $264,808 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
27 | $6,552 | |
| 5 | MCO |
Moodys Corp /De/
|
9 | $4,076 | |
| 6 | MSCI |
MSCI Inc.
|
3 | $1,680 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
9 | $709 | |
| 8 | TRU |
TransUnion
|
5 | $360 |
All Filings in COIN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,095 | 12 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,522 | 20 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,111 | 27 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $6,659 | 19 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $3,272 | 19 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $4,717 | 19 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $3,385 | 19 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $4,222 | 19 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $5,037 | 19 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,304 | 19 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $1,426 | 19 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $1,359 | 19 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $1,283 | 19 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $318 | 9 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $580 | 9 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $423 | 9 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,708 | 9 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,271 | 9 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,364 | 6 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||