Private Wealth Management Group, LLC

Position in COIN — Coinbase Global, Inc.

CIK 2011342 PRINCETON, NJ

Position in COIN

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

Position Value

$7,894

-$1,534 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#945

of 1,109 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $134,172 across 10 Financial Data & Stock Exchanges names. COIN ranks #6 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	137	$50,088
2	MSCI	MSCI Inc.	41	$22,961
3	MCO	Moodys Corp /De/	39	$17,663
4	ICE	Intercontinental Exchange, Inc.	108	$13,295
5	NDAQ	Nasdaq, Inc.	147	$11,586
6	COIN	Coinbase Global, Inc. This page	54	$7,894
7	FDS	Factset Research Systems Inc	31	$7,132
8	CME	Cme Group Inc.	10	$2,208

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,894	54	0.0%	Shares	Sole	2026-07-27
2026-03-31	$9,428	54	0.0%	Shares	Sole	2026-04-23
2025-12-31	$12,211	54	0.0%	Shares	Sole	2026-01-23
2025-09-30	$18,224	54	-1.8%	Shares	Sole	2025-10-17
2025-06-30	$19,276	55	-20.3%	Shares	Sole	2025-07-29
2025-03-31	$11,883	69	-5.5%	Shares	Sole	2025-05-02
2024-12-31	$18,125	73	-49.0%	Shares	Sole	2025-01-27
2024-09-30	$25,478	143	0.0%	Shares	Sole	2024-10-29
2024-06-30	$31,778	143	0.0%	Shares	Sole	2024-08-13
2024-03-31	$37,912	143	+5.1%	Shares	Sole	2024-04-30
2023-12-31	$23,653	136	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.