Position in COIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,970
-$1,665 QoQ
Shares Held
34
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#980
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, 2026Rialto Wealth Management, LLC holds $1,486,378 across 9 Financial Data & Stock Exchanges names. COIN ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
10,574 | $1,301,765 | |
| 2 | MCO |
Moodys Corp /De/
|
253 | $114,588 | |
| 3 | SPGI |
S&P Global Inc.
|
57 | $21,992 | |
| 4 | MSCI |
MSCI Inc.
|
39 | $21,841 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
196 | $15,448 | |
| 6 | COIN |
Coinbase Global, Inc.
This page
|
34 | $4,970 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
10 | $2,426 | |
| 8 | TRU |
TransUnion
|
25 | $1,803 |
All Filings in COIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,970 | 34 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,635 | 38 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,593 | 38 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $12,824 | 38 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $18,926 | 54 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,511 | 32 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $7,200 | 29 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||