Callan Family Office, LLC
Family OfficePosition in COIN — Coinbase Global, Inc.
CIK 1938970
RADNOR, PA
Position in COIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$623,938
-$189,220 QoQ
Shares Held
4,268
-8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#523
of 1,109 holders
Holding Since
Dec 2024
7 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, 2026Callan Family Office, LLC holds $33,484,914 across 11 Financial Data & Stock Exchanges names. COIN ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
36,394 | $14,022,368 | |
| 2 | TRU |
TransUnion
|
72,509 | $5,230,799 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
26,515 | $3,264,261 | |
| 4 | MSCI |
MSCI Inc.
|
5,511 | $3,086,380 | |
| 5 | CME |
Cme Group Inc.
|
13,776 | $3,042,154 | |
| 6 | MCO |
Moodys Corp /De/
|
3,692 | $1,672,180 | |
| 7 | MORN |
Morningstar, Inc.
|
5,421 | $845,784 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
10,417 | $821,067 |
All Filings in COIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,938 | 4,268 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $813,158 | 4,657 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,544,310 | 6,829 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,030,677 | 6,017 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,813,435 | 5,174 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $315,180 | 1,830 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $435,518 | 1,754 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||