Position in COIN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$793,665
-$106,100 QoQ
Shares Held
5,429
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#492
of 1,109 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $4,859,802 across 6 Financial Data & Stock Exchanges names. COIN ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
|
16,454 | $2,567,153 | |
| 2 | COIN |
Coinbase Global, Inc.
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|
5,429 | $793,665 | |
| 3 | SPGI |
S&P Global Inc.
|
1,681 | $647,543 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
3,029 | $372,900 | |
| 5 | MSCI |
MSCI Inc.
|
484 | $271,059 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
855 | $207,482 |
All Filings in COIN
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,665 | 5,429 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $899,765 | 5,153 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $1,698,924 | 5,034 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,099,435 | 5,990 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $764,701 | 4,440 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $456,127 | 1,837 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $900,649 | 5,055 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $742,025 | 3,339 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,043,247 | 3,935 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,248,223 | 7,177 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $689,009 | 9,177 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $773,670 | 10,813 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $644,009 | 9,531 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $248,190 | 7,013 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,139,022 | 17,662 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $556,199 | 11,829 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,854,172 | 9,766 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $2,409,124 | 9,546 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||