Everhart Financial Group, Inc.

Position in COIN — Coinbase Global, Inc.

CIK 1852858 Dublin, OH

Position in COIN

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$290,625

-$77,278 QoQ

Shares Held

1,988

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#682

of 1,108 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $3,713,977 across 6 Financial Data & Stock Exchanges names. COIN ranks #6 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	3,418	$829,446
2	SPGI	S&P Global Inc.	2,059	$750,560
3	NDAQ	Nasdaq, Inc.	8,876	$699,606
4	CME	Cme Group Inc.	2,835	$626,053
5	MCO	Moodys Corp /De/	1,143	$517,687
6	COIN	Coinbase Global, Inc. This page	1,988	$290,625

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$290,625	1,988	-5.6%	Shares	Sole	2026-07-09
2026-03-31	$367,903	2,107	-7.3%	Shares	Sole	2026-04-09
2025-12-31	$513,790	2,272	+4.1%	Shares	Sole	2026-01-07
2025-09-30	$736,740	2,183	+4.4%	Shares	Sole	2025-11-04
2025-06-30	$732,874	2,091	+121.5%	Shares	Sole	2025-08-07
2024-12-31	$234,395	944	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.