Position in COIN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,358,543
-$88,275 QoQ
Shares Held
9,293
+12.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#410
of 1,109 holders
Holding Since
Dec 2022
15 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, 2026Richard W. Paul & Associates, LLC holds $2,108,685 across 4 Financial Data & Stock Exchanges names. COIN ranks #1 (64.4% of the industry book) .
All Filings in COIN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,358,543 | 9,293 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,446,818 | 8,286 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,705,095 | 7,540 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,147,786 | 6,364 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,074,498 | 8,772 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,527,507 | 8,869 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,269,213 | 9,139 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,772,969 | 9,951 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,288,524 | 10,298 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,833,867 | 10,689 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,301,831 | 13,235 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,102,098 | 14,679 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,387,782 | 19,396 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,237,475 | 18,314 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $597,876 | 16,894 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||