Kingsview Wealth Management, LLC
Position in COIN — Coinbase Global, Inc.
CIK 1791965
GRANTS PASS, OR
Position in COIN
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$395,005
-$209,494 QoQ
Shares Held
2,702
-22.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#626
of 1,114 holders
Holding Since
Jun 2021
15 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, 2026Kingsview Wealth Management, LLC holds $14,788,395 across 7 Financial Data & Stock Exchanges names. COIN ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
21,530 | $4,953,622 | |
| 2 | SPGI |
S&P Global Inc.
|
12,708 | $4,896,486 | |
| 3 | CME |
Cme Group Inc.
|
11,117 | $2,454,967 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
10,678 | $1,314,568 | |
| 5 | MCO |
Moodys Corp /De/
|
1,231 | $557,544 | |
| 6 | COIN |
Coinbase Global, Inc.
This page
|
2,702 | $395,005 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
2,743 | $216,203 |
All Filings in COIN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,005 | 2,702 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $604,499 | 3,462 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $767,066 | 3,392 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,002,682 | 2,971 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,078,457 | 3,077 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $295,891 | 1,718 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $479,219 | 1,930 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $297,900 | 1,672 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $543,574 | 2,446 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $414,382 | 1,563 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $283,663 | 1,631 | Shares | Sole | 2024-02-08 | |
| 2022-06-30 | $214,599 | 4,564 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $478,257 | 2,519 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $436,347 | 1,729 | Shares | Sole | 2022-02-17 | |
| 2021-06-30 | $227,463 | 898 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||