Center for Financial Planning, Inc.
Position in COIN — Coinbase Global, Inc.
CIK 1803557
SOUTHFIED, MI
Position in COIN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$73,972
-$15,952 QoQ
Shares Held
506
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#815
of 1,109 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Center for Financial Planning, Inc. holds $1,074,778 across 5 Financial Data & Stock Exchanges names. COIN ranks #4 (6.9% of the industry book) .
All Filings in COIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,972 | 506 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $89,924 | 515 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $106,285 | 470 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $156,595 | 464 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $267,774 | 764 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $45,468 | 264 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $72,255 | 291 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $59,152 | 332 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $73,780 | 332 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $88,019 | 332 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $66,263 | 381 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $28,605 | 381 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $27,260 | 381 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $21,892 | 324 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $11,466 | 324 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $20,894 | 324 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $14,529 | 309 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $32,655 | 172 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $44,921 | 178 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $28,889 | 127 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $11,398 | 45 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||