PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in COIN — Coinbase Global, Inc.

CIK 2145782 WALTHAM, MA

Back to COIN Full portfolio

Position in COIN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,508

+$1,064 QoQ

Shares Held

+71.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,007

of 1,109 holders

Holding Since

Mar 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, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $440,939 across 6 Financial Data & Stock Exchanges names. COIN ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	677	$164,287
2	FDS	Factset Research Systems Inc	703	$161,746
3	SPGI	S&P Global Inc.	253	$97,335
4	MSCI	MSCI Inc.	15	$8,400
5	ICE	Intercontinental Exchange, Inc.	46	$5,663
6	COIN	Coinbase Global, Inc. This page	24	$3,508

All Filings in COIN

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9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,508	24	+71.4%	Shares	Sole	2026-08-07
2026-03-31	$2,444	14	-84.6%	Shares	Sole	2026-08-07
2025-12-31	$20,578	91	+355.0%	Shares	Sole	2026-08-07
2025-09-30	$6,749	20	0.0%	Shares	Sole	2026-08-07
2025-06-30	$7,009	20	0.0%	Shares	Sole	2026-08-07
2025-03-31	$3,444	20	+66.7%	Shares	Sole	2026-08-07
2024-12-31	$2,979	12	-77.4%	Shares	Sole	2026-08-07
2024-06-30	$11,778	53	0.0%	Shares	Sole	2026-08-07
2024-03-31	$14,051	53	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.