Position in COIN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$280,392
-$56,779 QoQ
Shares Held
1,918
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#694
of 1,114 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $12,294,945 across 8 Financial Data & Stock Exchanges names. COIN ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
29,703 | $6,559,313 | |
| 2 | SPGI |
S&P Global Inc.
|
5,614 | $2,162,957 | |
| 3 | MCO |
Moodys Corp /De/
|
2,428 | $1,099,689 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
7,874 | $969,368 | |
| 5 | MSCI |
MSCI Inc.
|
879 | $492,275 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
5,456 | $430,041 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,240 | $300,910 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
1,918 | $280,392 |
All Filings in COIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,392 | 1,918 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $337,171 | 1,931 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $483,713 | 2,139 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $660,130 | 1,956 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $621,418 | 1,773 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $226,310 | 1,314 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $324,528 | 1,307 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||