Position in COIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$62,276
-$12,107 QoQ
Shares Held
426
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#832
of 1,109 holders
Holding Since
Jun 2025
5 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, 2026RMG Wealth Management LLC holds $100,897 across 6 Financial Data & Stock Exchanges names. COIN ranks #1 (61.7% of the industry book) .
All Filings in COIN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,276 | 426 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $74,383 | 426 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $96,335 | 426 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $143,770 | 426 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $87,972 | 251 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||