Position in COIN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,754
-$2,436 QoQ
Shares Held
12
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,046
of 1,109 holders
Holding Since
Jun 2021
21 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, 2026VALLEY NATIONAL ADVISERS INC holds $394,381 across 8 Financial Data & Stock Exchanges names. COIN ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,265 | $279,349 | |
| 2 | SPGI |
S&P Global Inc.
|
132 | $50,907 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
382 | $47,028 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
106 | $8,354 | |
| 5 | MCO |
Moodys Corp /De/
|
7 | $3,170 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
11 | $2,669 | |
| 7 | COIN |
Coinbase Global, Inc.
This page
|
12 | $1,754 | |
| 8 | FDS |
Factset Research Systems Inc
|
5 | $1,150 |
All Filings in COIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,754 | 12 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,190 | 24 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1 | 6 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,062 | 15 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $79,561 | 227 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $38,923 | 226 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $51,149 | 206 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $36,703 | 206 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $61,557 | 277 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $74,763 | 282 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $45,393 | 261 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $18,845 | 251 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $17,601 | 246 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $14 | 256 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $11 | 256 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $6,384 | 99 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,774 | 59 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $11,201 | 59 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $14,889 | 59 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,056 | 53 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,786 | 11 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||