Concord Wealth Partners

Position in COIN — Coinbase Global, Inc.

CIK 1814214 ABINGDON, VA

Position in COIN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,046

-$58,333 QoQ

Shares Held

-94.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,038

of 1,109 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $518,365 across 5 Financial Data & Stock Exchanges names. COIN ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,323	$482,393
2	ICE	Intercontinental Exchange, Inc.	136	$16,742
3	NDAQ	Nasdaq, Inc.	162	$12,768
4	CME	Cme Group Inc.	20	$4,416
5	COIN	Coinbase Global, Inc. This page	14	$2,046

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,046	14	-94.8%	Shares	Sole	2026-07-27
2025-12-31	$60,379	267	-43.6%	Shares	Sole	2026-01-29
2025-09-30	$159,632	473	-11.9%	Shares	Sole	2025-11-05
2025-06-30	$188,213	537	+3256.2%	Shares	Sole	2025-07-25
2024-09-30	$2,850	16	-40.7%	Shares	Sole	2024-10-24
2024-06-30	$6,000	27	-76.3%	Shares	Sole	2024-07-31
2024-03-31	$30,223	114	+322.2%	Shares	Sole	2024-04-30
2023-12-31	$4,695	27	-78.9%	Shares	Sole	2024-04-30
2023-09-30	$9,610	128	-38.5%	Shares	Sole	2024-04-30
2023-06-30	$14,882	208	+40.5%	Shares	Sole	2023-08-08
2023-03-31	$10,000	148	-91.6%	Shares	Sole	2023-04-26
2022-12-31	$62,215	1,758	-51.1%	Shares	Sole	2023-01-30
2022-09-30	$231,777	3,594	-1.7%	Shares	Sole	2022-11-10
2022-06-30	$171,952	3,657	+252.3%	Shares	Sole	2022-08-04
2021-12-31	$261,960	1,038	+302.3%	Shares	Sole	2022-01-21
2021-09-30	$58,689	258	-70.2%	Shares	Sole	2021-11-09
2021-06-30	$219,104	865	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.