KINGSWOOD WEALTH ADVISORS, LLC

Position in COIN — Coinbase Global, Inc.

CIK 1987855 SAN DIEGO, CA

Position in COIN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$872,461

-$25,907 QoQ

Shares Held

5,968

+16.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#473

of 1,109 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $3,704,885 across 4 Financial Data & Stock Exchanges names. COIN ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	10,735	$2,370,610
2	COIN	Coinbase Global, Inc. This page	5,968	$872,461
3	ICE	Intercontinental Exchange, Inc.	2,008	$247,204
4	SPGI	S&P Global Inc.	589	$214,610

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$872,461	5,968	+16.0%	Shares	Sole	2026-07-27
2026-03-31	$898,368	5,145	+10.6%	Shares	Sole	2026-04-28
2025-12-31	$1,052,003	4,652	+93.3%	Shares	Sole	2026-01-28
2025-09-30	$812,338	2,407	+41.8%	Shares	Sole	2025-10-23
2025-06-30	$595,132	1,698	-18.3%	Shares	Sole	2025-07-23
2025-03-31	$357,893	2,078	+77.9%	Shares	Sole	2025-07-25
2024-12-31	$290,014	1,168	+13.4%	Shares	Sole	2025-01-22
2024-06-30	$228,896	1,030	+0.2%	Shares	Sole	2024-07-09
2024-03-31	$272,543	1,028	-36.8%	Shares	Sole	2024-04-15
2023-12-31	$282,793	1,626	-54.8%	Shares	Sole	2024-01-16
2023-06-30	$257,365	3,597	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.