Position in COIN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$384,041
-$276,159 QoQ
Shares Held
2,627
-30.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#627
of 1,108 holders
Holding Since
Sep 2021
17 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, 2026Activest Wealth Management holds $500,427 across 11 Financial Data & Stock Exchanges names. COIN ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
2,627 | $384,041 | |
| 2 | MCO |
Moodys Corp /De/
|
83 | $37,592 | |
| 3 | MSCI |
MSCI Inc.
|
51 | $28,562 | |
| 4 | FDS |
Factset Research Systems Inc
|
121 | $27,839 | |
| 5 | MORN |
Morningstar, Inc.
|
52 | $8,113 | |
| 6 | SPGI |
S&P Global Inc.
|
20 | $7,320 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
62 | $4,886 | |
| 8 | CME |
Cme Group Inc.
|
5 | $1,104 |
All Filings in COIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,041 | 2,627 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $660,200 | 3,781 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $762,317 | 3,371 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,067,143 | 3,162 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,113,857 | 3,178 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $535,979 | 3,112 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $772,709 | 3,112 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $554,286 | 3,111 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $842,473 | 3,791 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $90,671 | 342 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $22,749 | 303 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $20,608 | 305 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $68,833 | 1,945 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $98,734 | 1,531 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $22,023 | 116 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $15,899 | 63 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $7,051 | 31 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||