Plan Group Financial, LLC

Position in COIN — Coinbase Global, Inc.

CIK 1940033 OKLAHOMA CITY, OK

Position in COIN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$347,055

-$176,251 QoQ

Shares Held

2,374

-20.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#645

of 1,109 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Plan Group Financial, LLC holds $791,695 across 3 Financial Data & Stock Exchanges names. COIN ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc. This page	2,374	$347,055
2	CBOE	Cboe Global Markets, Inc.	942	$228,595
3	FDS	Factset Research Systems Inc	939	$216,045

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,055	2,374	-20.8%	Shares	Sole	2026-08-03
2026-03-31	$523,306	2,997	—	Shares	Sole	2026-04-13
No filing history on record for this holder in this stock.