Net Worth Advisory Group

Position in COIN — Coinbase Global, Inc.

CIK 1791998 SANDY, UT

Position in COIN

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$251,089

-$127,695 QoQ

Shares Held

1,438

-14.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Net Worth Advisory Group holds $2,221,481 across 6 Financial Data & Stock Exchanges names.

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	4,849	$596,960
2	CME	Cme Group Inc.	2,673	$590,278
3	MSCI	MSCI Inc.	561	$314,182
4	MCO	Moodys Corp /De/	619	$280,357
5	SPGI	S&P Global Inc.	626	$228,096
6	CBOE	Cboe Global Markets, Inc.	872	$211,608

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$251,089	1,438	-14.1%	Shares	Sole	2026-05-05
2025-12-31	$378,784	1,675	-13.9%	Shares	Sole	2026-01-14
2025-09-30	$656,418	1,945	-10.9%	Shares	Sole	2025-10-15
2025-06-30	$765,119	2,183	-4.5%	Shares	Sole	2025-07-22
2025-03-31	$393,717	2,286	—	Shares	Sole	2025-04-15
No filing history on record for this holder in this stock.