INSIGNEO ADVISORY SERVICES, LLC

Position in COIN — Coinbase Global, Inc.

CIK 1964958 MIAMI, FL

Position in COIN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,466,870

-$1,302,968 QoQ

Shares Held

10,034

-36.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#398

of 1,109 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $2,616,638 across 5 Financial Data & Stock Exchanges names. COIN ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc. This page	10,034	$1,466,870
2	SPGI	S&P Global Inc.	1,134	$436,989
3	MSCI	MSCI Inc.	441	$246,977
4	ICE	Intercontinental Exchange, Inc.	1,954	$240,556
5	CME	Cme Group Inc.	1,020	$225,246

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,466,870	10,034	-36.7%	Shares	Sole	2026-08-14
2026-03-31	$2,769,838	15,863	+16.3%	Shares	Sole	2026-05-12
2025-12-31	$3,084,549	13,640	+91.9%	Shares	Sole	2026-02-12
2025-09-30	$2,399,216	7,109	+39.3%	Shares	Sole	2025-11-12
2025-06-30	$1,788,550	5,103	+55.1%	Shares	Sole	2025-08-12
2025-03-31	$566,636	3,290	+28.2%	Shares	Sole	2025-04-18
2024-12-31	$637,386	2,567	-33.7%	Shares	Sole	2025-02-13
2024-09-30	$689,696	3,871	+37.1%	Shares	Sole	2024-11-15
2024-06-30	$627,577	2,824	-30.3%	Shares	Sole	2024-08-14
2024-03-31	$1,074,796	4,054	-2.2%	Shares	Sole	2024-05-15
2023-12-31	$720,724	4,144	-12.8%	Shares	Sole	2024-02-14
2023-09-30	$356,930	4,754	-0.4%	Shares	Sole	2023-11-14
2023-06-30	$341,508	4,773	+52.0%	Shares	Sole	2023-08-14
2023-03-31	$212,237	3,141	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.