Position in COIN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,578
-$9,136 QoQ
Shares Held
45
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#966
of 1,109 holders
Holding Since
Jun 2025
4 quarters on record
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $70,161 across 6 Financial Data & Stock Exchanges names. COIN ranks #4 (9.4% of the industry book) .
All Filings in COIN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,578 | 45 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,714 | 90 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $5,062 | 15 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,504 | 10 | Shares | Sole | 2025-08-18 | |
| No filing history on record for this holder in this stock. | ||||||