Position in COIN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$757,556
-$141,860 QoQ
Shares Held
5,182
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#498
of 1,108 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $33,212,149 across 11 Financial Data & Stock Exchanges names. COIN ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
79,203 | $9,750,681 | |
| 2 | SPGI |
S&P Global Inc.
|
17,202 | $6,627,749 | |
| 3 | MCO |
Moodys Corp /De/
|
13,535 | $6,130,272 | |
| 4 | MSCI |
MSCI Inc.
|
5,010 | $2,805,800 | |
| 5 | CME |
Cme Group Inc.
|
9,250 | $2,042,677 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
20,140 | $1,587,434 | |
| 7 | FDS |
Factset Research Systems Inc
|
5,909 | $1,359,542 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
5,107 | $1,239,315 |
All Filings in COIN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,556 | 5,182 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $899,416 | 5,151 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,093,839 | 4,837 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,398,558 | 4,144 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $942,818 | 2,690 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $379,422 | 2,203 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $382,382 | 1,540 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $225,919 | 1,268 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $297,565 | 1,339 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $262,999 | 992 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||