Position in COIN
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$286,240
-$62,980 QoQ
Shares Held
1,958
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#687
of 1,108 holders
Holding Since
Mar 2026
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, 2026Forefront Wealth Partners, LLC holds $1,012,791 across 2 Financial Data & Stock Exchanges names. COIN ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,886 | $726,551 | |
| 2 | COIN |
Coinbase Global, Inc.
This page
|
1,958 | $286,240 |
All Filings in COIN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,240 | 1,958 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $349,220 | 2,000 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||