Bradley & Co. Private Wealth Management, LLC
Position in COIN — Coinbase Global, Inc.
CIK 1861678
MIAMI, FL
Position in COIN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$146
-$28 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,099
of 1,109 holders
Holding Since
Mar 2023
12 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, 2026Bradley & Co. Private Wealth Management, LLC holds $13,095 across 2 Financial Data & Stock Exchanges names. COIN ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
|
83 | $12,949 | |
| 2 | COIN |
Coinbase Global, Inc.
This page
|
1 | $146 |
All Filings in COIN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146 | 1 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $174 | 1 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $95,847 | 284 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $99,539 | 284 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $48,913 | 284 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $70,517 | 284 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $63,113 | 284 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $75,294 | 284 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $49,393 | 284 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $21,322 | 284 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $28,691 | 401 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $27,095 | 401 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||