Position in COIN
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$217,738
+$2,453 QoQ
Shares Held
1,247
+31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026PDS Planning, Inc holds $3,114,543 across 7 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,970 | $759,132 | |
| 2 | CME |
Cme Group Inc.
|
2,659 | $587,186 | |
| 3 | MCO |
Moodys Corp /De/
|
1,161 | $525,840 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
2,908 | $358,003 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,391 | $337,553 | |
| 6 | MSCI |
MSCI Inc.
|
510 | $285,620 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
3,314 | $261,209 |
All Filings in COIN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,738 | 1,247 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $215,285 | 952 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $290,241 | 860 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $310,534 | 886 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||