Position in COIN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$408,454
-$585,775 QoQ
Shares Held
2,794
-50.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#612
of 1,109 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Aletheian Wealth Advisors LLC holds $408,454 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
|
2,794 | $408,454 |
All Filings in COIN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,454 | 2,794 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $994,229 | 5,694 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $2,692,495 | 7,978 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,805,672 | 8,005 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,246,084 | 7,235 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,806,630 | 7,276 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,284,249 | 7,208 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,709,428 | 12,192 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,918,473 | 14,780 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,436,833 | 19,761 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,480,502 | 19,719 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,406,601 | 19,659 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||