Position in COIN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$342,815
-$21,072 QoQ
Shares Held
2,345
+12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#651
of 1,109 holders
Holding Since
Mar 2024
10 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, 2026RMR Wealth Builders holds $5,227,425 across 4 Financial Data & Stock Exchanges names. COIN ranks #4 (6.6% of the industry book) .
All Filings in COIN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,815 | 2,345 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $363,887 | 2,084 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $409,539 | 1,811 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $614,569 | 1,821 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $604,945 | 1,726 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $278,840 | 1,619 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $358,296 | 1,443 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $257,811 | 1,447 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $300,010 | 1,350 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $254,250 | 959 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||