Position in COIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$498,654
-$15,223 QoQ
Shares Held
3,411
+15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#565
of 1,108 holders
Holding Since
Sep 2025
4 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, 2026Exit Wealth Advisors, LLC. holds $498,654 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
|
3,411 | $498,654 |
All Filings in COIN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,654 | 3,411 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $513,877 | 2,943 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $628,216 | 2,778 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $843,725 | 2,500 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||