Position in COIN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$292
-$57 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,096
of 1,109 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $40,601 across 2 Financial Data & Stock Exchanges names. COIN ranks #2 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
89 | $40,309 | |
| 2 | COIN |
Coinbase Global, Inc.
This page
|
2 | $292 |
All Filings in COIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292 | 2 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $349 | 2 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $452 | 2 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $674 | 2 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $700 | 2 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $344 | 2 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $496 | 2 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||