Total Wealth Planning & Management, Inc.
Position in COIN — Coinbase Global, Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in COIN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$277,614
New position
Shares Held
1,899
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#700
of 1,114 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $2,346,723 across 2 Financial Data & Stock Exchanges names. COIN ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
8,993 | $2,069,109 | |
| 2 | COIN |
Coinbase Global, Inc.
This page
|
1,899 | $277,614 |
All Filings in COIN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,614 | 1,899 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||