INDEPENDENT FINANCIAL GROUP, LLC

Position in COIN — Coinbase Global, Inc.

CIK 275484 SAN DIEGO, CA

Position in COIN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,198,027

-$253,505 QoQ

Shares Held

8,195

-1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#426

of 1,109 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $2,448,704 across 5 Financial Data & Stock Exchanges names. COIN ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc. This page	8,195	$1,198,027
2	CME	Cme Group Inc.	2,112	$466,392
3	ICE	Intercontinental Exchange, Inc.	2,249	$276,874
4	SPGI	S&P Global Inc.	745	$271,635
5	MSCI	MSCI Inc.	421	$235,776

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,198,027	8,195	-1.4%	Shares	Sole	2026-07-15
2026-03-31	$1,451,532	8,313	+26.1%	Shares	Sole	2026-05-15
2025-12-31	$1,491,393	6,595	+27.4%	Shares	Sole	2026-05-15
2025-09-30	$1,746,510	5,175	-60.6%	Shares	Sole	2026-05-15
2025-06-30	$4,599,830	13,124	+118.8%	Shares	Sole	2026-05-15
2025-03-31	$1,033,207	5,999	+40.2%	Shares	Sole	2026-05-19
2024-12-31	$1,062,724	4,280	+6.5%	Shares	Sole	2026-06-12
2024-09-30	$715,708	4,017	-54.7%	Shares	Sole	2026-06-12
2024-06-30	$1,969,402	8,862	+23.1%	Shares	Sole	2026-06-12
2024-03-31	$1,908,333	7,198	-55.7%	Shares	Sole	2026-06-12
2023-12-31	$2,824,634	16,241	-21.8%	Shares	Sole	2026-06-12
2023-09-30	$1,559,787	20,775	-1.1%	Shares	Sole	2026-06-12
2023-06-30	$1,502,836	21,004	+8.4%	Shares	Sole	2026-06-12
2023-03-31	$1,309,101	19,374	+53.4%	Shares	Sole	2026-06-12
2022-12-31	$447,081	12,633	+204.4%	Shares	Sole	2026-06-15
2022-03-31	$787,919	4,150	+1.5%	Shares	Sole	2026-06-12
2021-12-31	$1,031,436	4,087	+12.5%	Shares	Sole	2026-06-15
2021-09-30	$826,207	3,632	+0.9%	Shares	Sole	2026-06-15
2021-06-30	$912,133	3,601	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.