Position in COIN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$232,231
-$4,218,656 QoQ
Shares Held
1,330
-93.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
11 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, 2026Keebeck Wealth Management holds $6,695,254 across 5 Financial Data & Stock Exchanges names.
All Filings in COIN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,231 | 1,330 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,450,887 | 19,682 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,660,365 | 19,735 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,704,873 | 19,130 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,294,587 | 19,129 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,379,515 | 17,638 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,179,690 | 23,459 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,650,162 | 20,925 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,434,960 | 20,500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,078,344 | 11,950 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $1,900,498 | 10,010 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||