Financial Perspectives, Inc

Position in COIN — Coinbase Global, Inc.

CIK 2003287 MINNEAPOLIS, MN

Position in COIN

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$74,995

-$14,579 QoQ

Shares Held

513

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#814

of 1,109 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Financial Perspectives, Inc holds $295,059 across 3 Financial Data & Stock Exchanges names. COIN ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	549	$199,969
2	COIN	Coinbase Global, Inc. This page	513	$74,995
3	CME	Cme Group Inc.	91	$20,095

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,995	513	0.0%	Shares	Sole	2026-07-24
2026-03-31	$89,574	513	0.0%	Shares	Sole	2026-05-11
2025-12-31	$116,009	513	0.0%	Shares	Sole	2026-01-28
2025-09-30	$173,132	513	+4.1%	Shares	Sole	2025-10-22
2025-06-30	$172,791	493	0.0%	Shares	Sole	2025-07-30
2025-03-31	$84,909	493	0.0%	Shares	Sole	2025-04-18
2024-12-31	$122,411	493	0.0%	Shares	Sole	2025-02-03
2024-09-30	$87,837	493	0.0%	Shares	Sole	2024-10-17
2024-06-30	$109,559	493	0.0%	Shares	Sole	2024-08-09
2024-03-31	$130,704	493	0.0%	Shares	Sole	2024-04-19
2023-12-31	$85,742	493	0.0%	Shares	Sole	2024-02-01
2023-09-30	$37,014	493	0.0%	Shares	Sole	2024-01-10
2023-06-30	$35,274	493	0.0%	Shares	Sole	2024-01-10
2023-03-31	$33,312	493	+19.4%	Shares	Sole	2024-01-10
2022-12-31	$14,616	413	-36.9%	Shares	Sole	2024-01-10
2022-09-30	$42,240	655	0.0%	Shares	Sole	2024-01-10
2022-06-30	$30,798	655	-1.2%	Shares	Sole	2024-01-10
2022-03-31	$125,877	663	+12.6%	Shares	Sole	2024-01-10
2021-12-31	$148,645	589	+81.8%	Shares	Sole	2024-01-10
2021-09-30	$73,703	324	+72.3%	Shares	Sole	2024-01-10
2021-06-30	$47,620	188	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.