Position in COIN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$65,639
-$15,729 QoQ
Shares Held
449
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#828
of 1,116 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $1,165,242 across 11 Financial Data & Stock Exchanges names. COIN ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,806 | $817,973 | |
| 2 | SPGI |
S&P Global Inc.
|
313 | $120,548 | |
| 3 | COIN |
Coinbase Global, Inc.
This page
|
449 | $65,639 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
170 | $41,253 | |
| 5 | CME |
Cme Group Inc.
|
151 | $33,345 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
183 | $22,529 | |
| 7 | MSCI |
MSCI Inc.
|
39 | $21,841 | |
| 8 | TRU |
TransUnion
|
251 | $18,107 |
All Filings in COIN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,639 | 449 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $81,368 | 466 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,829 | 70 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $18,561 | 55 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $18,225 | 52 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,339 | 31 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,207 | 25 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,316 | 13 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,889 | 40 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,218 | 31 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,695 | 27 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,027 | 27 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,931 | 27 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $955 | 27 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||