WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Position in COIN — Coinbase Global, Inc.

CIK 752365 SOUTH BEND, IN

Back to COIN Full portfolio

Position in COIN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$760,918

-$156,832 QoQ

Shares Held

5,205

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#497

of 1,109 holders

Holding Since

Dec 2021

19 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, 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $1,960,214 across 3 Financial Data & Stock Exchanges names. COIN ranks #2 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/	1,867	$845,601
2	COIN	Coinbase Global, Inc. This page	5,205	$760,918
3	ICE	Intercontinental Exchange, Inc.	2,873	$353,695

All Filings in COIN

Export CSV

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$760,918	5,205	-1.0%	Shares	Sole	2026-08-12
2026-03-31	$917,750	5,256	+1.2%	Shares	Sole	2026-05-11
2025-12-31	$1,174,345	5,193	-54.2%	Shares	Sole	2026-02-11
2025-09-30	$3,822,749	11,327	-10.8%	Shares	Sole	2025-11-13
2025-06-30	$4,449,470	12,695	-0.1%	Shares	Sole	2025-08-11
2025-03-31	$2,188,698	12,708	+0.2%	Shares	Sole	2025-04-21
2024-12-31	$3,148,940	12,682	-9.9%	Shares	Sole	2025-01-29
2024-09-30	$2,507,742	14,075	+0.0%	Shares	Sole	2024-10-25
2024-06-30	$3,127,665	14,074	0.0%	Shares	Sole	2024-07-15
2024-03-31	$3,731,298	14,074	-12.7%	Shares	Sole	2024-04-30
2023-12-31	$2,804,633	16,126	+1.5%	Shares	Sole	2024-01-25
2023-09-30	$1,193,096	15,891	+7.0%	Shares	Sole	2023-10-20
2023-06-30	$1,062,374	14,848	0.0%	Shares	Sole	2023-07-28
2023-03-31	$1,003,279	14,848	+0.2%	Shares	Sole	2023-04-26
2022-12-31	$524,267	14,814	-0.2%	Shares	Sole	2023-01-30
2022-09-30	$957,354	14,845	-1.3%	Shares	Sole	2022-10-21
2022-06-30	$707,462	15,046	-0.4%	Shares	Sole	2022-07-20
2022-03-31	$2,867,075	15,101	0.0%	Shares	Sole	2022-04-29
2021-12-31	$3,811,039	15,101	—	Shares	Sole	2022-01-24
No filing history on record for this holder in this stock.