Position in COIN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$442,078
-$42,813 QoQ
Shares Held
3,024
+8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#593
of 1,114 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Derivatives in COIN
reported options exposure · as of Jun 30, 2026CallValue
$14,619
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $13,443,207 across 10 Financial Data & Stock Exchanges names. COIN ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
60,219 | $7,413,560 | |
| 2 | SPGI |
S&P Global Inc.
|
5,934 | $2,286,356 | |
| 3 | CME |
Cme Group Inc.
|
5,333 | $1,177,686 | |
| 4 | FDS |
Factset Research Systems Inc
|
2,750 | $632,719 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
5,717 | $450,613 | |
| 6 | COIN |
Coinbase Global, Inc.
This page
|
3,024 | $442,078 | |
| 7 | MSCI |
MSCI Inc.
|
667 | $373,546 | |
| 8 | TRU |
TransUnion
|
3,302 | $238,205 |
All Filings in COIN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,619 | 100 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $442,078 | 3,024 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $484,891 | 2,777 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $52,383 | 300 | Call | Sole | 2026-05-18 | |
| 2025-12-31 | $566,706 | 2,506 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $945,308 | 2,801 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $781,242 | 2,229 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $441,769 | 2,565 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $410,936 | 1,655 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $507,962 | 2,851 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $625,577 | 2,815 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $375,940 | 1,418 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $590,458 | 3,395 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $248,439 | 3,309 | Shares | Sole | 2023-10-13 | |
| 2021-12-31 | $250,098 | 991 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||