Soltis Investment Advisors LLC

Position in COIN — Coinbase Global, Inc.

CIK 1802530 ST. GEORGE, UT

Position in COIN

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$290,725

-$3,004,587 QoQ

Shares Held

1,665

-88.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Financial Services · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $4,791,226 across 6 Financial Data & Stock Exchanges names.

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	12,526	$3,039,684
2	SPGI	S&P Global Inc.	1,368	$526,994
3	ICE	Intercontinental Exchange, Inc.	2,910	$358,250
4	MCO	Moodys Corp /De/	781	$353,730
5	FDS	Factset Research Systems Inc	1,130	$259,990
6	MSCI	MSCI Inc.	451	$252,578

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$290,725	1,665	-88.6%	Shares	Sole	2026-04-27
2025-12-31	$3,295,312	14,572	+11.7%	Shares	Sole	2026-04-02
2025-09-30	$4,403,907	13,049	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$4,561,276	13,014	+36.8%	Shares	Sole	2025-08-06
2025-03-31	$1,638,251	9,512	+65.6%	Shares	Sole	2025-05-13
2024-12-31	$1,426,483	5,745	—	Shares	Sole	2025-01-29
No filing history on record for this holder in this stock.