SIMA Wealth Partners, LLC
Position in COIN — Coinbase Global, Inc.
CIK 2135539
NORTH CHESTERFIELD, VA
Position in COIN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$37,570
-$7,304 QoQ
Shares Held
257
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#857
of 1,109 holders
Holding Since
Jun 2024
9 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, 2026SIMA Wealth Partners, LLC holds $37,570 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
|
257 | $37,570 |
All Filings in COIN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,570 | 257 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $44,874 | 257 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,674 | 87 | Shares | Sole | 2026-05-28 | |
| 2025-09-30 | $29,361 | 87 | Shares | Sole | 2026-05-28 | |
| 2025-06-30 | $30,492 | 87 | Shares | Sole | 2026-06-15 | |
| 2025-03-31 | $14,984 | 87 | Shares | Sole | 2026-06-15 | |
| 2024-12-31 | $21,353 | 86 | Shares | Sole | 2026-06-15 | |
| 2024-09-30 | $15,322 | 86 | Shares | Sole | 2026-06-15 | |
| 2024-06-30 | $19,111 | 86 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||