Abound Wealth Management

Position in COIN — Coinbase Global, Inc.

CIK 1950323 FRANKLIN, TN

Position in COIN

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$4,385

-$4,869 QoQ

Shares Held

-43.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#990

of 1,109 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abound Wealth Management holds $42,456 across 7 Financial Data & Stock Exchanges names. COIN ranks #7 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	21	$7,705
2	MSCI	MSCI Inc.	13	$7,280
3	CME	Cme Group Inc.	31	$6,845
4	NDAQ	Nasdaq, Inc.	83	$6,542
5	ICE	Intercontinental Exchange, Inc.	42	$5,170
6	MCO	Moodys Corp /De/	10	$4,529
7	COIN	Coinbase Global, Inc. This page	30	$4,385

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,385	30	-43.4%	Shares	Sole	2026-07-10
2026-03-31	$9,254	53	+6.0%	Shares	Sole	2026-04-10
2025-12-31	$11,307	50	-54.1%	Shares	Sole	2026-01-12
2025-09-30	$36,786	109	+354.2%	Shares	Sole	2025-10-10
2025-06-30	$8,411	24	—	Shares	Sole	2025-07-14
2024-12-31	$117	0	-100.0%	Shares	Sole	2025-01-13
2024-09-30	$13,362	75	+1400.0%	Shares	Sole	2024-11-04
2024-03-31	$1,325	5	+150.0%	Shares	Sole	2024-08-08
2023-12-31	$347	2	0.0%	Shares	Sole	2024-08-08
2023-09-30	$150	2	0.0%	Shares	Sole	2024-08-08
2023-06-30	$143	2	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.