Position in COIN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$11,402
-$1,693 QoQ
Shares Held
78
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#922
of 1,109 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Wilkerson Advisory Group LLC holds $499,420 across 7 Financial Data & Stock Exchanges names. COIN ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
939 | $342,144 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
642 | $79,036 | |
| 3 | MCO |
Moodys Corp /De/
|
72 | $32,610 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
168 | $13,241 | |
| 5 | CME |
Cme Group Inc.
|
57 | $12,587 | |
| 6 | COIN |
Coinbase Global, Inc.
This page
|
78 | $11,402 | |
| 7 | MSCI |
MSCI Inc.
|
15 | $8,400 |
All Filings in COIN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,402 | 78 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,095 | 75 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,819 | 39 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||