Position in COIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$523
-$8,296 QoQ
Shares Held
3
-92.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026IMG Wealth Management, Inc. holds $39,628 across 4 Financial Data & Stock Exchanges names.
All Filings in COIN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $523 | 3 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,819 | 39 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,049 | 12 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,710 | 22 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $44,090 | 256 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $63,564 | 256 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||