Position in COIN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$221,331
-$43,377 QoQ
Shares Held
1,514
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#753
of 1,109 holders
Holding Since
Mar 2022
6 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, 2026Carter Financial Group, INC. holds $221,331 across 1 Financial Data & Stock Exchanges name. COIN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
1,514 | $221,331 |
All Filings in COIN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,331 | 1,514 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $264,708 | 1,516 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $346,898 | 1,534 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $549,433 | 1,628 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $562,886 | 1,606 | Shares | Sole | 2025-08-22 | |
| 2022-03-31 | $218,908 | 1,153 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||