Position in COIN
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$2,028,444
+$1,111,673 QoQ
Shares Held
11,617
+186.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $16,213,293 across 4 Financial Data & Stock Exchanges names. COIN ranks #2 (12.5% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,028,444 | 11,617 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $916,771 | 4,054 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,328,360 | 3,936 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,313,286 | 3,747 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $478,110 | 2,776 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $679,597 | 2,737 | Shares | Sole | 2025-01-24 | |
| 2022-12-31 | $8,033 | 227 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $604,134 | 3,182 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $613,511 | 2,431 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $859,874 | 3,780 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||