Position in COIN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$19,150
-$3,723 QoQ
Shares Held
131
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#899
of 1,109 holders
Holding Since
Jun 2021
17 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, 2026MONTAG A & ASSOCIATES INC holds $10,531,706 across 8 Financial Data & Stock Exchanges names. COIN ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
46,243 | $5,692,975 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
41,037 | $3,234,536 | |
| 3 | SPGI |
S&P Global Inc.
|
3,558 | $1,370,837 | |
| 4 | CME |
Cme Group Inc.
|
438 | $96,723 | |
| 5 | MCO |
Moodys Corp /De/
|
175 | $79,261 | |
| 6 | FDS |
Factset Research Systems Inc
|
163 | $37,503 | |
| 7 | COIN |
Coinbase Global, Inc.
This page
|
131 | $19,150 | |
| 8 | TRU |
TransUnion
|
10 | $721 |
All Filings in COIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,150 | 131 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $22,873 | 131 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $144,955 | 641 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $583,857 | 1,730 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $803,673 | 2,293 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,228 | 71 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $17,629 | 71 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,650 | 71 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $15,778 | 71 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $30,753 | 116 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $20,174 | 116 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,709 | 116 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,511 | 91 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $743 | 11 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $212 | 6 | Shares | Sole | 2023-02-02 | |
| 2021-09-30 | $11,374 | 50 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $12,665 | 50 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||