HighMark Wealth Management LLC

Position in COIN — Coinbase Global, Inc.

CIK 1802451 ST. PAUL, MN

Position in COIN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$39,325

-$4,851 QoQ

Shares Held

269

+6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#855

of 1,114 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HighMark Wealth Management LLC holds $166,484 across 3 Financial Data & Stock Exchanges names. COIN ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	317	$122,177
2	COIN	Coinbase Global, Inc. This page	269	$39,325
3	MCO	Moodys Corp /De/	11	$4,982

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,325	269	+6.3%	Shares	Sole	2026-08-12
2026-03-31	$44,176	253	0.0%	Shares	Sole	2026-05-06
2025-12-31	$57,213	253	0.0%	Shares	Sole	2026-02-05
2025-09-30	$85,384	253	0.0%	Shares	Sole	2025-10-20
2025-06-30	$88,673	253	0.0%	Shares	Sole	2025-07-21
2025-03-31	$43,574	253	0.0%	Shares	Sole	2025-04-24
2024-12-31	$62,819	253	-38.3%	Shares	Sole	2025-01-31
2024-09-30	$73,049	410	+12.3%	Shares	Sole	2024-10-17
2024-06-30	$81,113	365	0.0%	Shares	Sole	2024-07-29
2024-03-31	$96,768	365	+7.4%	Shares	Sole	2024-04-29
2023-12-31	$59,132	340	+3.7%	Shares	Sole	2024-01-23
2023-09-30	$24,626	328	0.0%	Shares	Sole	2023-10-18
2023-06-30	$23,468	328	-23.4%	Shares	Sole	2023-07-26
2023-03-31	$28,919	428	0.0%	Shares	Sole	2023-04-21
2022-12-31	$15,146	428	+19.6%	Shares	Sole	2023-02-02
2022-09-30	$23,087	358	0.0%	Shares	Sole	2022-10-21
2022-06-30	$16,833	358	0.0%	Shares	Sole	2022-07-19
2022-03-31	$67,969	358	+19.3%	Shares	Sole	2022-04-25
2021-12-31	$75,711	300	0.0%	Shares	Sole	2022-01-20
2021-09-30	$68,244	300	0.0%	Shares	Sole	2021-11-01
2021-06-30	$75,990	300	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.