Position in COIN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$313,285
-$50,602 QoQ
Shares Held
2,143
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#665
of 1,109 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $5,419,053 across 9 Financial Data & Stock Exchanges names. COIN ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
5,258 | $1,916,472 | |
| 2 | MCO |
Moodys Corp /De/
|
1,927 | $872,776 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
2,447 | $593,813 | |
| 4 | CME |
Cme Group Inc.
|
2,139 | $472,355 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,895 | $356,403 | |
| 6 | MORN |
Morningstar, Inc.
|
2,102 | $327,954 | |
| 7 | COIN |
Coinbase Global, Inc.
This page
|
2,143 | $313,285 | |
| 8 | MSCI |
MSCI Inc.
|
540 | $302,421 |
All Filings in COIN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,285 | 2,143 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $363,887 | 2,084 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $319,988 | 1,415 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $597,019 | 1,769 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $355,046 | 1,013 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $209,068 | 842 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||