Position in COIN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$23,682
-$5,827 QoQ
Shares Held
162
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#881
of 1,109 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $75,466 across 2 Financial Data & Stock Exchanges names. COIN ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
657 | $51,784 | |
| 2 | COIN |
Coinbase Global, Inc.
This page
|
162 | $23,682 |
All Filings in COIN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,682 | 162 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $29,509 | 169 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $43,645 | 193 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $65,135 | 193 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $45,468 | 264 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $83,428 | 336 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $59,865 | 336 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $76,891 | 346 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $91,730 | 346 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $61,567 | 354 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||