Position in COIN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,157,661
+$477,885 QoQ
Shares Held
6,630
+120.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 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, 2026Ascentis Independent Advisors holds $33,366 across 4 Financial Data & Stock Exchanges names.
All Filings in COIN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,157,661 | 6,630 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $679,776 | 3,006 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,008,757 | 2,989 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,073,550 | 3,063 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $509,628 | 2,959 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $710,882 | 2,863 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $513,664 | 2,883 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $625,355 | 2,814 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $467,844 | 2,690 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $212,851 | 2,835 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||