Capital Advisors Wealth Management, LLC
Position in COIN — Coinbase Global, Inc.
CIK 1824700
YAKIMA, WA
Position in COIN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$218,115
-$40,482 QoQ
Shares Held
1,492
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#757
of 1,109 holders
Holding Since
Dec 2023
11 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, 2026Capital Advisors Wealth Management, LLC holds $218,115 across 1 Financial Data & Stock Exchanges name. COIN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
1,492 | $218,115 |
All Filings in COIN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,115 | 1,492 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $258,597 | 1,481 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $344,863 | 1,525 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $522,772 | 1,549 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $532,394 | 1,519 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $260,928 | 1,515 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $365,001 | 1,470 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $253,892 | 1,425 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $314,010 | 1,413 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $358,177 | 1,351 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $251,140 | 1,444 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||