ELEVATION WEALTH PARTNERS, LLC
Position in COIN — Coinbase Global, Inc.
CIK 1976256
WALNUT CREEK, CA
Position in COIN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$64,615
-$11,864 QoQ
Shares Held
442
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#827
of 1,109 holders
Holding Since
Mar 2023
14 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $245,206 across 11 Financial Data & Stock Exchanges names. COIN ranks #1 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
442 | $64,615 | |
| 2 | SPGI |
S&P Global Inc.
|
137 | $50,088 | |
| 3 | FDS |
Factset Research Systems Inc
|
143 | $32,901 | |
| 4 | MSCI |
MSCI Inc.
|
44 | $24,641 | |
| 5 | MORN |
Morningstar, Inc.
|
128 | $19,970 | |
| 6 | MCO |
Moodys Corp /De/
|
40 | $18,116 | |
| 7 | CME |
Cme Group Inc.
|
76 | $16,783 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
104 | $8,197 |
All Filings in COIN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,615 | 442 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $76,479 | 438 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $22,161 | 98 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $39,486 | 117 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $29,791 | 85 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $16,878 | 98 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $21,850 | 88 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $12,471 | 70 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $22,000 | 99 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $8,748 | 33 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $12,522 | 72 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,405 | 72 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,289 | 32 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $2,162 | 32 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||