Position in COIN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$61,692
-$11,993 QoQ
Shares Held
422
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#833
of 1,109 holders
Holding Since
Mar 2022
18 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, 2026SOA Wealth Advisors, LLC. holds $1,419,462 across 4 Financial Data & Stock Exchanges names. COIN ranks #3 (4.3% of the industry book) .
All Filings in COIN
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,692 | 422 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $73,685 | 422 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $64,223 | 284 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $67,835 | 201 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $70,448 | 201 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $39,268 | 228 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $66,047 | 266 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $40,266 | 226 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $50,223 | 226 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $63,628 | 240 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $41,740 | 240 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $18,019 | 240 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $18,603 | 260 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $22,838 | 338 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $12,988 | 367 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $23,667 | 367 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $17,444 | 371 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $76,323 | 402 | Shares | Sole | 2022-04-07 | |
| No filing history on record for this holder in this stock. | ||||||