Position in COIN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$889,419
-$484,936 QoQ
Shares Held
6,084
-22.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#470
of 1,109 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Derivatives in COIN
reported options exposure · as of Mar 31, 2026CallValue
$17,461
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, 2026SteelPeak Wealth, LLC holds $5,316,329 across 3 Financial Data & Stock Exchanges names. COIN ranks #2 (16.7% of the industry book) .
All Filings in COIN
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,419 | 6,084 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,374,355 | 7,871 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $17,461 | 100 | Call | Sole | 2026-05-05 | |
| 2025-12-31 | $90,456 | 400 | Call | Sole | 2026-01-20 | |
| 2025-12-31 | $887,825 | 3,926 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $134,996 | 400 | Call | Sole | 2025-10-21 | |
| 2025-09-30 | $2,039,114 | 6,042 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $105,147 | 300 | Call | Sole | 2025-07-23 | |
| 2025-06-30 | $829,259 | 2,366 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $906,963 | 5,266 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $518,202 | 2,087 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,322,377 | 7,422 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,169,818 | 5,264 | Shares | Sole | 2024-07-17 | |
| 2024-06-30 | $111,115 | 500 | Put | Sole | 2024-07-17 | |
| 2024-03-31 | $1,533,719 | 5,785 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $132,560 | 500 | Put | Sole | 2024-04-18 | |
| 2023-12-31 | $1,296,573 | 7,455 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $954,116 | 12,708 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $64,395 | 900 | Call | Sole | 2023-08-03 | |
| 2023-06-30 | $479,241 | 6,698 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $313,997 | 4,647 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $205,368 | 5,803 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $555,323 | 8,611 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $405,218 | 8,618 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,869,171 | 9,845 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $755,091 | 2,992 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $732,713 | 3,221 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $774,338 | 3,057 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||