Position in COIN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$305,098
-$168,618 QoQ
Shares Held
2,087
-23.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#669
of 1,109 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Derivatives in COIN
reported options exposure · as of Jun 30, 2025CallValue
$1,051,470
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CURA WEALTH ADVISORS, LLC holds $305,098 across 1 Financial Data & Stock Exchanges name. COIN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
2,087 | $305,098 |
All Filings in COIN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,098 | 2,087 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $473,716 | 2,713 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $612,613 | 2,709 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,012,470 | 3,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,051,470 | 3,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $516,690 | 3,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $893,880 | 3,600 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||