Triad Wealth Partners, LLC

Position in COIN — Coinbase Global, Inc.

CIK 2012717 LAWRENCE, KS

Position in COIN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$794,981

-$28,479 QoQ

Shares Held

5,438

+15.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#491

of 1,108 holders

Holding Since

Jun 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triad Wealth Partners, LLC holds $2,275,987 across 6 Financial Data & Stock Exchanges names. COIN ranks #1 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc. This page	5,438	$794,981
2	CBOE	Cboe Global Markets, Inc.	1,759	$426,856
3	CME	Cme Group Inc.	1,650	$364,369
4	MCO	Moodys Corp /De/	590	$267,222
5	SPGI	S&P Global Inc.	622	$239,468
6	TRU	TransUnion	2,538	$183,091

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$794,981	5,438	+15.3%	Shares	Sole	2026-08-10
2026-03-31	$823,460	4,716	+148.1%	Shares	Sole	2026-04-16
2025-12-31	$429,892	1,901	+31583.3%	Shares	Sole	2026-01-22
2024-06-30	$1,333	6	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.