Position in COIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$479,357
-$93,189 QoQ
Shares Held
3,279
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#575
of 1,109 holders
Holding Since
Sep 2024
8 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, 2026Atlantic Private Wealth, LLC holds $481,853 across 2 Financial Data & Stock Exchanges names. COIN ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
3,279 | $479,357 | |
| 2 | MORN |
Morningstar, Inc.
|
16 | $2,496 |
All Filings in COIN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,357 | 3,279 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $572,546 | 3,279 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $741,513 | 3,279 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,089,755 | 3,229 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,131,732 | 3,229 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $556,130 | 3,229 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $801,760 | 3,229 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $575,310 | 3,229 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||