Position in COIN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$515,758
-$100,266 QoQ
Shares Held
3,528
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#555
of 1,109 holders
Holding Since
Dec 2023
9 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, 2026PLANNING DIRECTIONS INC holds $515,758 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
|
3,528 | $515,758 |
All Filings in COIN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,758 | 3,528 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $616,024 | 3,528 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $775,207 | 3,428 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,156,915 | 3,428 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,201,479 | 3,428 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $722,160 | 4,193 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,007,353 | 4,057 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $380,392 | 2,135 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $566,457 | 3,257 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||