Position in COIN
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$174,610
+$174,362 QoQ
Shares Held
1,000
+99900.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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, 2026Whipplewood Advisors, LLC holds $23,332 across 6 Financial Data & Stock Exchanges names.
All Filings in COIN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $174,610 | 1,000 | Shares | Sole | 2026-04-30 | |
| 2024-12-31 | $248 | 1 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||