Golden State Wealth Management, LLC

Position in COIN — Coinbase Global, Inc.

CIK 1776033 SANTA ANA, CA

Position in COIN

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$46,342

-$8,485 QoQ

Shares Held

317

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#845

of 1,109 holders

Holding Since

Jun 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $340,119 across 8 Financial Data & Stock Exchanges names. COIN ranks #5 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	168	$94,086
2	NDAQ	Nasdaq, Inc.	910	$71,726
3	SPGI	S&P Global Inc.	166	$60,491
4	ICE	Intercontinental Exchange, Inc.	445	$54,783
5	COIN	Coinbase Global, Inc. This page	317	$46,342
6	CME	Cme Group Inc.	44	$9,716
7	FDS	Factset Research Systems Inc	9	$2,070
8	MCO	Moodys Corp /De/	2	$905

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,342	317	+1.0%	Shares	Sole	2026-07-22
2026-03-31	$54,827	314	-13.0%	Shares	Sole	2026-04-28
2025-12-31	$81,636	361	+17.6%	Shares	Sole	2026-02-13
2025-09-30	$103,609	307	+1.0%	Shares	Sole	2025-11-03
2025-06-30	$106,548	304	-22.3%	Shares	Sole	2025-08-06
2025-03-31	$67,341	391	-50.3%	Shares	Sole	2025-04-24
2024-12-31	$195,412	787	-14.4%	Shares	Sole	2025-01-28
2021-12-31	$231,928	919	-33.7%	Shares	Sole	2022-02-14
2021-09-30	$315,287	1,386	-15.4%	Shares	Sole	2021-11-15
2021-06-30	$414,905	1,638	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.