Simplicity Wealth,LLC

Position in COIN — Coinbase Global, Inc.

CIK 1913243 SUMMIT, NJ

Position in COIN

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$411,086

-$648,796 QoQ

Shares Held

2,812

-53.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#611

of 1,109 holders

Holding Since

Mar 2024

9 quarters on record

Financial Services · as of Jun 30, 2026

Simplicity Wealth,LLC holds $2,295,617 across 5 Financial Data & Stock Exchanges names. COIN ranks #2 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/	2,118	$959,284
2	COIN	Coinbase Global, Inc. This page	2,812	$411,086
3	CME	Cme Group Inc.	1,796	$396,610
4	SPGI	S&P Global Inc.	783	$301,779
5	FDS	Factset Research Systems Inc	986	$226,858

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,086	2,812	-53.7%	Shares	Sole	2026-08-06
2026-03-31	$1,059,882	6,070	-12.6%	Shares	Sole	2026-04-30
2025-12-31	$1,570,090	6,943	-16.2%	Shares	Sole	2026-01-30
2025-09-30	$2,797,117	8,288	+484.5%	Shares	Sole	2025-10-30
2025-06-30	$496,994	1,418	-86.3%	Shares	Sole	2025-07-22
2025-03-31	$1,779,997	10,335	+383.8%	Shares	Sole	2025-04-15
2024-12-31	$530,368	2,136	-43.1%	Shares	Sole	2025-02-07
2024-06-30	$833,806	3,752	+11.5%	Shares	Sole	2024-07-10
2024-03-31	$892,128	3,365	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.