Position in COIN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$576,134
-$76,732 QoQ
Shares Held
3,941
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#535
of 1,109 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Derivatives in COIN
reported options exposure · as of Jun 30, 2026CallValue
$116,952
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026United Advisor Group, LLC holds $783,022 across 2 Financial Data & Stock Exchanges names. COIN ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
3,941 | $576,134 | |
| 2 | SPGI |
S&P Global Inc.
|
537 | $206,888 |
All Filings in COIN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,952 | 800 | Call | Sole | 2026-07-29 | |
| 2026-06-30 | $576,134 | 3,941 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $652,866 | 3,739 | Shares | Sole | 2026-04-17 | |
| 2026-03-31 | $87,305 | 500 | Call | Sole | 2026-04-17 | |
| 2025-12-31 | $848,703 | 3,753 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $113,070 | 500 | Call | Sole | 2026-01-26 | |
| 2025-09-30 | $4,075,191 | 12,075 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $669,416 | 2,696 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||